Focus Partners Wealth
LXP icon

Focus Partners Wealth’s LXP Industrial Trust LXP Stock Holding History

Focus Partners Wealth’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
2024
Q4 		– Sell
-3,726
Closed -$187K – 1947
2024
Q3 		$187K Buy
3,726
+914
+33% +$45.6K ﹤0.01% 1471
2024
Q2 		$128K Buy
2,812
+12
+0.4% +$525 ﹤0.01% 1183
2024
Q1 		$126K Buy
+2,800
New +$127K ﹤0.01% 956

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Focus Partners Wealth's LXP Position: Q4 2024 in Review

Focus Partners Wealth sold out of LXP Industrial Trust (LXP) in Q4 2024, closing a stake of 3,726 shares — an estimated $187K sold.

Focus Partners Wealth first reported a position in LXP in Q1 2024 and held it in 3 quarters. The position peaked at $187K in Q3 2024. 323 funds tracked by Wall St. Rank hold LXP as of Q4 2024.

  • Focus Partners Wealth reported no remaining LXP Industrial Trust position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 3,726 LXP Industrial Trust shares in Q4 2024, an estimated $187K.
  • Focus Partners Wealth first reported a position in LXP Industrial Trust in Q1 2024 and held it in 3 quarters.
  • Focus Partners Wealth's LXP Industrial Trust position peaked at $187K in Q3 2024.
  • 323 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.