IAA
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Independent Advisor Alliance’s LSB Industries LXU Stock Holding History

Independent Advisor Alliance’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
2024
Q1 		– Sell
-59,063
Closed -$550K – 722
2023
Q4 		$550K Sell
59,063
-300
-0.5% -$2.74K 0.02% 423
2023
Q3 		$607K Sell
59,363
-220
-0.4% -$2.28K 0.03% 377
2023
Q2 		$587K Sell
59,583
-1,070
-2% -$10.2K 0.03% 397
2023
Q1 		$627K Buy
60,653
+450
+0.7% +$5.48K 0.03% 377
2022
Q4 		$801 Buy
60,203
+3,820
+7% +$57K ﹤0.01% 313
2022
Q3 		$803K Buy
56,383
+5,240
+10% +$74.2K 0.05% 283
2022
Q2 		$709K Buy
51,143
+2,720
+6% +$54.3K 0.04% 316
2022
Q1 		$1.06M Buy
48,423
+20,925
+76% +$309K 0.05% 273
2021
Q4 		$304K Buy
27,498
+3,175
+13% +$30.1K 0.02% 522
2021
Q3 		$191K Hold
24,323
– – 0.01% 589
2021
Q2 		$113K Buy
24,323
+650
+3% +$3.1K 0.01% 602
2021
Q1 		$93K Sell
23,673
-3,315
-12% -$10.6K 0.01% 572
2020
Q4 		$70K Sell
26,988
-4,290
-14% -$7.79K ﹤0.01% 535
2020
Q3 		$39K Sell
31,278
-3,575
-10% -$4.49K ﹤0.01% 485
2020
Q2 		$31K Sell
34,853
-1,300
-4% -$1.4K ﹤0.01% 472
2020
Q1 		$58K Hold
36,153
– – 0.01% 400
2019
Q4 		$117K Sell
36,153
-910
-2% -$3.07K 0.01% 858
2019
Q3 		$148K Sell
37,063
-13,423
-27% -$47.9K 0.02% 427
2019
Q2 		$151K Buy
50,486
+2,600
+5% +$9.91K 0.02% 387
2019
Q1 		$230K Sell
47,886
-520
-1% -$2.76K 0.03% 375
2018
Q4 		$206K Sell
48,406
-2,860
-6% -$16.8K 0.04% 368
2018
Q3 		$357K Sell
51,266
-16,802
-25% -$98.5K 0.06% 235
2018
Q2 		$266K Buy
68,068
+7,475
+12% +$31.9K 0.06% 262
2018
Q1 		$265K Buy
60,593
+10,270
+20% +$61.8K 0.06% 266
2017
Q4 		$359K Buy
50,323
+1,950
+4% +$12.2K 0.08% 224
2017
Q3 		$290K Sell
48,373
-21,094
-30% -$126K 0.08% 215
2017
Q2 		$332K Buy
69,467
+26,684
+62% +$190K 0.11% 180
2017
Q1 		$297K Buy
+42,783
New +$296K 0.05% 307

Other funds holding LXU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Independent Advisor Alliance's LXU Position: Q1 2024 in Review

Independent Advisor Alliance sold out of LSB Industries (LXU) in Q1 2024, closing a stake of 59,063 shares — an estimated $550K sold.

Independent Advisor Alliance first reported a position in LXU in Q1 2017 and held it in 28 quarters. The position peaked at $1.06M in Q1 2022. 138 funds tracked by Wall St. Rank hold LXU as of Q1 2024.

  • Independent Advisor Alliance reported no remaining LSB Industries position as of Q1 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 59,063 LSB Industries shares in Q1 2024, an estimated $550K.
  • Independent Advisor Alliance first reported a position in LSB Industries in Q1 2017 and held it in 28 quarters.
  • Independent Advisor Alliance's LSB Industries position peaked at $1.06M in Q1 2022.
  • 138 funds tracked by Wall St. Rank held LSB Industries as of Q1 2024.

Based on Independent Advisor Alliance's 13F filing for Q1 2024, filed 8 May 2024.