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B. Riley Wealth Advisors’s LXP Industrial Trust LXP Stock Holding History

B. Riley Wealth Advisors’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
2020
Q4 		– Sell
-2,561
Closed -$135K – 1065
2020
Q3 		$135K Buy
+2,561
New +$142K 0.01% 873
2015
Q1 		– Sell
-505
Closed -$28K – 1373
2014
Q4 		$28K Buy
+505
New +$27.2K ﹤0.01% 2397
2014
Q3 		– Sell
-563
Closed -$31K – 1357
2014
Q2 		$31K Buy
+563
New +$31.2K 0.01% 1252

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

B. Riley Wealth Advisors's LXP Position: Q4 2020 in Review

B. Riley Wealth Advisors sold out of LXP Industrial Trust (LXP) in Q4 2020, closing a stake of 2,561 shares — an estimated $135K sold.

B. Riley Wealth Advisors first reported a position in LXP in Q2 2014 and held it in 3 quarters. The position peaked at $135K in Q3 2020. 257 funds tracked by Wall St. Rank hold LXP as of Q4 2020.

  • B. Riley Wealth Advisors reported no remaining LXP Industrial Trust position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,561 LXP Industrial Trust shares in Q4 2020, an estimated $135K.
  • B. Riley Wealth Advisors first reported a position in LXP Industrial Trust in Q2 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's LXP Industrial Trust position peaked at $135K in Q3 2020.
  • 257 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2020.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.