EWA
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EverSource Wealth Advisors’s Luxfer Holdings LXFR Stock Holding History

EverSource Wealth Advisors’s Portfolio LXFR Stock Details LXFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34K Buy
2,793
+1,083
+63% +$15.1K ﹤0.01% 2171
2025
Q4 		$23.1K Buy
1,710
+2
+0.1% +$26 ﹤0.01% 2288
2025
Q3 		$23.7K Buy
1,708
+129
+8% +$1.66K ﹤0.01% 2243
2025
Q2 		$19.2K Buy
1,579
+38
+2% +$426 ﹤0.01% 2319
2025
Q1 		$18.3K Sell
1,541
-85
-5% -$1.11K ﹤0.01% 1737
2024
Q4 		$21.3K Sell
1,626
-379
-19% -$5.18K ﹤0.01% 1589
2024
Q3 		$26K Buy
2,005
+201
+11% +$2.34K ﹤0.01% 1352
2024
Q2 		$23.3K Buy
1,804
+378
+27% +$4.2K ﹤0.01% 1428
2024
Q1 		$13.7K Buy
1,426
+1,041
+270% +$9.32K ﹤0.01% 1542
2023
Q4 		$3.44K Buy
+385
New +$3.58K ﹤0.01% 2000

Other funds holding LXFR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return