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Capital Asset Advisory Services’s LXP Industrial Trust LXP Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-60
Closed -$3K – 1141
2020
Q4 		$3K Buy
+60
New +$3.16K ﹤0.01% 1382

Other funds holding LXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Asset Advisory Services's LXP Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of LXP Industrial Trust (LXP) in Q1 2021, closing a stake of 60 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in LXP in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 268 funds tracked by Wall St. Rank hold LXP as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining LXP Industrial Trust position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 60 LXP Industrial Trust shares in Q1 2021, an estimated $3K.
  • Capital Asset Advisory Services first reported a position in LXP Industrial Trust in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's LXP Industrial Trust position peaked at $3K in Q4 2020.
  • 268 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.