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Bartlett & Co Wealth Management’s LXP Industrial Trust LXP Stock Holding History

Bartlett & Co 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
-5,592
Closed -$257K – 1158
2024
Q1 		$257K Sell
5,592
-8,980
-62% -$408K ﹤0.01% 426
2023
Q4 		$743K Sell
14,572
-4,860
-25% -$212K 0.01% 308
2023
Q3 		$877K Hold
19,432
– – 0.02% 277
2023
Q2 		$959K Buy
+19,432
New +$960K 0.02% 276

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

Bartlett & Co Wealth Management's LXP Position: Q2 2024 in Review

Bartlett & Co Wealth Management sold out of LXP Industrial Trust (LXP) in Q2 2024, closing a stake of 5,592 shares — an estimated $257K sold.

Bartlett & Co Wealth Management first reported a position in LXP in Q2 2023 and held it in 4 quarters. The position peaked at $959K in Q2 2023. 291 funds tracked by Wall St. Rank hold LXP as of Q2 2024.

  • Bartlett & Co Wealth Management reported no remaining LXP Industrial Trust position as of Q2 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 5,592 LXP Industrial Trust shares in Q2 2024, an estimated $257K.
  • Bartlett & Co Wealth Management first reported a position in LXP Industrial Trust in Q2 2023 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's LXP Industrial Trust position peaked at $959K in Q2 2023.
  • 291 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.