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

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

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prudential Financial

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

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