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

Avior 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
2024
Q2 		– Sell
-167
Closed -$7.51K – 3093
2024
Q1 		$7.51K Buy
+167
New +$7.59K ﹤0.01% 1958

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avior Wealth Management's LXP Position: Q2 2024 in Review

Avior Wealth Management sold out of LXP Industrial Trust (LXP) in Q2 2024, closing a stake of 167 shares — an estimated $7.51K sold.

Avior Wealth Management first reported a position in LXP in Q1 2024 and held it in 1 quarter. The position peaked at $7.51K in Q1 2024. 291 funds tracked by Wall St. Rank hold LXP as of Q2 2024.

  • Avior Wealth Management reported no remaining LXP Industrial Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 167 LXP Industrial Trust shares in Q2 2024, an estimated $7.51K.
  • Avior Wealth Management first reported a position in LXP Industrial Trust in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's LXP Industrial Trust position peaked at $7.51K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.