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Avantax Advisory Services’s Luxfer Holdings LXFR Stock Holding History

Avantax Advisory Services’s Portfolio LXFR Stock Details LXFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Sell
87,426
-318
-0.4% -$3.56K 0.01% 1131
2025
Q1 		$1.04M Buy
87,744
+10,413
+13% +$136K 0.01% 1064
2024
Q4 		$1.01M Sell
77,331
-15,238
-16% -$208K 0.01% 1033
2024
Q3 		$1.2M Buy
92,569
+39,903
+76% +$464K 0.01% 933
2024
Q2 		$610K Buy
+52,666
New +$585K ﹤0.01% 1241

Other funds holding LXFR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's LXFR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Luxfer Holdings (LXFR) stake by 0.36% in Q2 2025, selling an estimated $3.56K and leaving 87,426 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1131.

Avantax Advisory Services first reported a position in LXFR in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.2M in Q3 2024. 117 funds tracked by Wall St. Rank hold LXFR as of Q2 2025.

  • Avantax Advisory Services held 87,426 shares of Luxfer Holdings worth $1.06M as of Q2 2025.
  • Avantax Advisory Services sold 318 Luxfer Holdings shares in Q2 2025, an estimated $3.56K.
  • Luxfer Holdings made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1131 holding.
  • Avantax Advisory Services first reported a position in Luxfer Holdings in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Luxfer Holdings position peaked at $1.2M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Luxfer Holdings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.