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Confluence Wealth Services’s LXP Industrial Trust LXP Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-1,430
Closed -$111K – 766
2021
Q4 		$111K Buy
+1,430
New +$106K 0.04% 318

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LBIM
Land & Buildings Investment Management Stamford, Connecticut $583M AUM 24.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Confluence Wealth Services's LXP Position: Q1 2022 in Review

Confluence Wealth Services sold out of LXP Industrial Trust (LXP) in Q1 2022, closing a stake of 1,430 shares — an estimated $111K sold.

Confluence Wealth Services first reported a position in LXP in Q4 2021 and held it in 1 quarter. The position peaked at $111K in Q4 2021. 293 funds tracked by Wall St. Rank hold LXP as of Q1 2022.

  • Confluence Wealth Services reported no remaining LXP Industrial Trust position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 1,430 LXP Industrial Trust shares in Q1 2022, an estimated $111K.
  • Confluence Wealth Services first reported a position in LXP Industrial Trust in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's LXP Industrial Trust position peaked at $111K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.