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Accel Wealth Management’s LXP Industrial Trust LXP Stock Holding History

Accel Wealth Management’s Portfolio LXP Stock Details LXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-454
Closed -$23.4K – 568
2023
Q1 		$23.4K Buy
454
+2
+0.4% +$107 0.01% 661
2022
Q4 		$22.6K Buy
452
+3
+0.7% +$150 0.01% 517
2022
Q3 		$21K Buy
449
+2
+0.4% +$104 0.01% 546
2022
Q2 		$23K Buy
447
+2
+0.4% +$120 0.01% 509
2022
Q1 		$36K Buy
445
+2
+0.5% +$151 0.02% 433
2021
Q4 		$35K Buy
443
+1
+0.2% +$74 0.02% 449
2021
Q3 		$28K Buy
442
+2
+0.5% +$131 0.02% 434
2021
Q2 		$26K Hold
440
– – 0.02% 466
2021
Q1 		$24K Buy
440
+40
+10% +$2.16K 0.02% 458
2020
Q4 		$21K Buy
+400
New +$21.1K 0.02% 478

Other funds holding LXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Accel Wealth Management's LXP Position: Q2 2023 in Review

Accel Wealth Management sold out of LXP Industrial Trust (LXP) in Q2 2023, closing a stake of 454 shares — an estimated $23.4K sold.

Accel Wealth Management first reported a position in LXP in Q4 2020 and held it in 10 quarters. The position peaked at $36K in Q1 2022. 273 funds tracked by Wall St. Rank hold LXP as of Q2 2023.

  • Accel Wealth Management reported no remaining LXP Industrial Trust position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 454 LXP Industrial Trust shares in Q2 2023, an estimated $23.4K.
  • Accel Wealth Management first reported a position in LXP Industrial Trust in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's LXP Industrial Trust position peaked at $36K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2023.

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