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Venturi Wealth Management’s LSI Industries LYTS Stock Holding History

Venturi Wealth Management’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-180
Closed -$2.51K – 1204
2023
Q1 		$2.51K Buy
+180
New +$2.49K ﹤0.01% 964

Other funds holding LYTS

SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Venturi Wealth Management's LYTS Position: Q2 2023 in Review

Venturi Wealth Management sold out of LSI Industries (LYTS) in Q2 2023, closing a stake of 180 shares — an estimated $2.51K sold.

Venturi Wealth Management first reported a position in LYTS in Q1 2023 and held it in 1 quarter. The position peaked at $2.51K in Q1 2023. 123 funds tracked by Wall St. Rank hold LYTS as of Q2 2023.

  • Venturi Wealth Management reported no remaining LSI Industries position as of Q2 2023 after selling out during the quarter.
  • Venturi Wealth Management sold 180 LSI Industries shares in Q2 2023, an estimated $2.51K.
  • Venturi Wealth Management first reported a position in LSI Industries in Q1 2023 and held it in 1 quarter.
  • Venturi Wealth Management's LSI Industries position peaked at $2.51K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held LSI Industries as of Q2 2023.

Based on Venturi Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.