BRWA
LX

B. Riley Wealth Advisors’s LexinFintech Holdings LX Stock Holding History

B. Riley Wealth Advisors’s Portfolio LX Stock Details LX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-21,982
Closed -$306K – 853
2019
Q4 		$306K Sell
21,982
-5,235
-19% -$60K 0.03% 590
2019
Q3 		$273K Buy
27,217
+5,100
+23% +$55.5K 0.03% 622
2019
Q2 		$247K Buy
+22,117
New +$276K 0.03% 640

Other funds holding LX

CC
Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

B. Riley Wealth Advisors's LX Position: Q1 2020 in Review

B. Riley Wealth Advisors sold out of LexinFintech Holdings (LX) in Q1 2020, closing a stake of 21,982 shares — an estimated $306K sold.

B. Riley Wealth Advisors first reported a position in LX in Q2 2019 and held it in 3 quarters. The position peaked at $306K in Q4 2019. 110 funds tracked by Wall St. Rank hold LX as of Q1 2020.

  • B. Riley Wealth Advisors reported no remaining LexinFintech Holdings position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 21,982 LexinFintech Holdings shares in Q1 2020, an estimated $306K.
  • B. Riley Wealth Advisors first reported a position in LexinFintech Holdings in Q2 2019 and held it in 3 quarters.
  • B. Riley Wealth Advisors's LexinFintech Holdings position peaked at $306K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held LexinFintech Holdings as of Q1 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.