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Carolina Wealth Advisors’s LSB Industries LXU Stock Holding History

Carolina Wealth Advisors’s Portfolio LXU Stock Details LXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-291
Closed -$3.01K – 277
2023
Q1 		$3.01K Sell
291
-26,128
-99% -$318K ﹤0.01% 205
2022
Q4 		$351K Buy
+26,419
New +$394K 0.22% 56

Other funds holding LXU

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
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolina Wealth Advisors's LXU Position: Q2 2023 in Review

Carolina Wealth Advisors sold out of LSB Industries (LXU) in Q2 2023, closing a stake of 291 shares — an estimated $3.01K sold.

Carolina Wealth Advisors first reported a position in LXU in Q4 2022 and held it in 2 quarters. The position peaked at $351K in Q4 2022. 151 funds tracked by Wall St. Rank hold LXU as of Q2 2023.

  • Carolina Wealth Advisors reported no remaining LSB Industries position as of Q2 2023 after selling out during the quarter.
  • Carolina Wealth Advisors sold 291 LSB Industries shares in Q2 2023, an estimated $3.01K.
  • Carolina Wealth Advisors first reported a position in LSB Industries in Q4 2022 and held it in 2 quarters.
  • Carolina Wealth Advisors's LSB Industries position peaked at $351K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held LSB Industries as of Q2 2023.

Based on Carolina Wealth Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.