Atria Wealth Solutions’s LXP Industrial Trust LXP Stock Holding History

Atria Wealth Solutions’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
2024 Q3	–	Sell	-9,065	Closed	-$413K	–	1998
2024 Q2	$413K	Buy	9,065 +55	+0.6%	+$2.41K	﹤0.01%	1326
2024 Q1	$406K	Buy	9,010 +50	+0.6%	+$2.27K	﹤0.01%	1357
2023 Q4	$444K	Buy	8,960 +825	+10%	+$36K	0.01%	1280
2023 Q3	$362K	Buy	8,135 +37	+0.5%	+$1.81K	0.01%	1296
2023 Q2	$395K	Buy	8,098 +39	+0.5%	+$1.93K	0.01%	1280
2023 Q1	$415K	Buy	8,059 +137	+2%	+$7.33K	0.01%	1244
2022 Q4	$397K	Buy	7,922 +565	+8%	+$28.2K	0.01%	1202
2022 Q3	$337K	Buy	7,357 +27	+0.4%	+$1.4K	0.01%	1231
2022 Q2	$394K	Buy	7,330 +2,180	+42%	+$131K	0.01%	1078
2022 Q1	$404K	Buy	+5,150	New	+$388K	0.01%	1177

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's LXP Position: Q3 2024 in Review

Atria Wealth Solutions sold out of LXP Industrial Trust (LXP) in Q3 2024, closing a stake of 9,065 shares — an estimated $413K sold.

Atria Wealth Solutions first reported a position in LXP in Q1 2022 and held it in 10 quarters. The position peaked at $444K in Q4 2023. 302 funds tracked by Wall St. Rank hold LXP as of Q3 2024.

Atria Wealth Solutions reported no remaining LXP Industrial Trust position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 9,065 LXP Industrial Trust shares in Q3 2024, an estimated $413K.
Atria Wealth Solutions first reported a position in LXP Industrial Trust in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's LXP Industrial Trust position peaked at $444K in Q4 2023.
302 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.