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Venturi Wealth Management’s LCI Industries LCII Stock Holding History

Venturi Wealth Management’s Portfolio LCII Stock Details LCII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-52
Closed -$5.38K – 1280
2024
Q4 		$5.38K Hold
52
– – ﹤0.01% 1632
2024
Q3 		$6.27K Hold
52
– – ﹤0.01% 1327
2024
Q2 		$5.38K Hold
52
– – ﹤0.01% 1219
2024
Q1 		$6.4K Hold
52
– – ﹤0.01% 1030
2023
Q4 		$6.54K Hold
52
– – ﹤0.01% 976
2023
Q3 		$6.11K Hold
52
– – ﹤0.01% 921
2023
Q2 		$6.57K Buy
52
+17
+49% +$1.95K ﹤0.01% 709
2023
Q1 		$3.85K Buy
+35
New +$3.83K ﹤0.01% 879

Other funds holding LCII

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Venturi Wealth Management's LCII Position: Q1 2025 in Review

Venturi Wealth Management sold out of LCI Industries (LCII) in Q1 2025, closing a stake of 52 shares — an estimated $5.38K sold.

Venturi Wealth Management first reported a position in LCII in Q1 2023 and held it in 8 quarters. The position peaked at $6.57K in Q2 2023. 322 funds tracked by Wall St. Rank hold LCII as of Q1 2025.

  • Venturi Wealth Management reported no remaining LCI Industries position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 52 LCI Industries shares in Q1 2025, an estimated $5.38K.
  • Venturi Wealth Management first reported a position in LCI Industries in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's LCI Industries position peaked at $6.57K in Q2 2023.
  • 322 funds tracked by Wall St. Rank held LCI Industries as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.