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VisionPoint Advisory Group’s LCI Industries LCII Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-9
Closed -$930 – 536
2024
Q2 		$930 Hold
9
– – ﹤0.01% 725
2024
Q1 		$1.11K Hold
9
– – ﹤0.01% 720
2023
Q4 		$1.13K Buy
+9
New +$1.03K ﹤0.01% 665

Other funds holding LCII

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

VisionPoint Advisory Group's LCII Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of LCI Industries (LCII) in Q3 2024, closing a stake of 9 shares — an estimated $930 sold.

VisionPoint Advisory Group first reported a position in LCII in Q4 2023 and held it in 3 quarters. The position peaked at $1.13K in Q4 2023. 302 funds tracked by Wall St. Rank hold LCII as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining LCI Industries position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 9 LCI Industries shares in Q3 2024, an estimated $930.
  • VisionPoint Advisory Group first reported a position in LCI Industries in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's LCI Industries position peaked at $1.13K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held LCI Industries as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.