Bogart Wealth LLC’s LXP Industrial Trust LXP Stock Holding History

Bogart Wealth LLC’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 Q1	–	Sell	-193	Closed	-$9.55K	–	1098
2023 Q4	$9.55K	Hold	193	–	–	﹤0.01%	636
2023 Q3	$8.57K	Hold	193	–	–	﹤0.01%	625
2023 Q2	$9.39K	Hold	193	–	–	﹤0.01%	594
2023 Q1	$9.93K	Hold	193	–	–	﹤0.01%	595
2022 Q4	$9.65K	Hold	193	–	–	﹤0.01%	557
2022 Q3	$9K	Hold	193	–	–	﹤0.01%	571
2022 Q2	$10K	Hold	193	–	–	﹤0.01%	539
2022 Q1	$15K	Hold	193	–	–	﹤0.01%	432
2021 Q4	$15K	Hold	193	–	–	﹤0.01%	425
2021 Q3	$12K	Hold	193	–	–	﹤0.01%	438
2021 Q2	$12K	Hold	193	–	–	﹤0.01%	422
2021 Q1	$11K	Hold	193	–	–	﹤0.01%	403
2020 Q4	$10K	Hold	193	–	–	﹤0.01%	320
2020 Q3	$10K	Hold	193	–	–	﹤0.01%	297
2020 Q2	$10K	Hold	193	–	–	﹤0.01%	286
2020 Q1	$10K	Hold	193	–	–	﹤0.01%	266
2019 Q4	$10K	Hold	193	–	–	﹤0.01%	283
2019 Q3	$10K	Hold	193	–	–	﹤0.01%	259
2019 Q2	$9K	Hold	193	–	–	0.01%	249
2019 Q1	$8K	Hold	193	–	–	﹤0.01%	253
2018 Q4	$7K	Hold	193	–	–	﹤0.01%	260
2018 Q3	$8K	Hold	193	–	–	﹤0.01%	243
2018 Q2	$8K	Sell	193 -19	-9%	-$788	﹤0.01%	254
2018 Q1	$8K	Hold	212	–	–	﹤0.01%	251
2017 Q4	$10K	Hold	212	–	–	0.01%	231
2017 Q3	$11K	Buy	+212	New	+$10.6K	0.01%	223

Other funds holding LXP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Bogart Wealth LLC's LXP Position: Q1 2024 in Review

Bogart Wealth LLC sold out of LXP Industrial Trust (LXP) in Q1 2024, closing a stake of 193 shares — an estimated $9.55K sold.

Bogart Wealth LLC first reported a position in LXP in Q3 2017 and held it in 26 quarters. The position peaked at $15K in Q1 2022. 284 funds tracked by Wall St. Rank hold LXP as of Q1 2024.

Bogart Wealth LLC reported no remaining LXP Industrial Trust position as of Q1 2024 after selling out during the quarter.
Bogart Wealth LLC sold 193 LXP Industrial Trust shares in Q1 2024, an estimated $9.55K.
Bogart Wealth LLC first reported a position in LXP Industrial Trust in Q3 2017 and held it in 26 quarters.
Bogart Wealth LLC's LXP Industrial Trust position peaked at $15K in Q1 2022.
284 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.