CTA
LXP icon

Colonial Trust Advisors’s LXP Industrial Trust LXP Stock Holding History

Colonial Trust 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
2023
Q2 		– Sell
-397
Closed -$20.5K – 922
2023
Q1 		$20.5K Hold
397
– – ﹤0.01% 423
2022
Q4 		$19.9K Buy
+397
New +$19.8K ﹤0.01% 422

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Colonial Trust Advisors's LXP Position: Q2 2023 in Review

Colonial Trust Advisors sold out of LXP Industrial Trust (LXP) in Q2 2023, closing a stake of 397 shares — an estimated $20.5K sold.

Colonial Trust Advisors first reported a position in LXP in Q4 2022 and held it in 2 quarters. The position peaked at $20.5K in Q1 2023. 273 funds tracked by Wall St. Rank hold LXP as of Q2 2023.

  • Colonial Trust Advisors reported no remaining LXP Industrial Trust position as of Q2 2023 after selling out during the quarter.
  • Colonial Trust Advisors sold 397 LXP Industrial Trust shares in Q2 2023, an estimated $20.5K.
  • Colonial Trust Advisors first reported a position in LXP Industrial Trust in Q4 2022 and held it in 2 quarters.
  • Colonial Trust Advisors's LXP Industrial Trust position peaked at $20.5K in Q1 2023.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2023.

Based on Colonial Trust Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.