WealthStone’s LCNB Corp LCNB Stock Holding History

WealthStone’s Portfolio LCNB Stock Details LCNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-25,000	Closed	-$367K	–	291
2020 Q4	$367K	Buy	+25,000	New	+$365K	0.13%	109

Other funds holding LCNB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $297M AUM 22.17% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthStone's LCNB Position: Q1 2021 in Review

WealthStone sold out of LCNB Corp (LCNB) in Q1 2021, closing a stake of 25,000 shares — an estimated $367K sold.

WealthStone first reported a position in LCNB in Q4 2020 and held it in 1 quarter. The position peaked at $367K in Q4 2020. 68 funds tracked by Wall St. Rank hold LCNB as of Q1 2021.

WealthStone reported no remaining LCNB Corp position as of Q1 2021 after selling out during the quarter.
WealthStone sold 25,000 LCNB Corp shares in Q1 2021, an estimated $367K.
WealthStone first reported a position in LCNB Corp in Q4 2020 and held it in 1 quarter.
WealthStone's LCNB Corp position peaked at $367K in Q4 2020.
68 funds tracked by Wall St. Rank held LCNB Corp as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.