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Integrated Wealth Concepts’s LXP Industrial Trust LXP Stock Holding History

Integrated Wealth Concepts’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
Q2 		– Sell
-2,623
Closed -$206K – 1031
2022
Q1 		$206K Buy
2,623
+376
+17% +$28.4K 0.01% 871
2021
Q4 		$176K Buy
+2,247
New +$167K 0.01% 946
2019
Q4 		– Sell
-5,365
Closed -$275K – 483
2019
Q3 		$275K Buy
5,365
+462
+9% +$23.1K 0.03% 329
2019
Q2 		$240K Sell
4,903
-15
-0.3% -$692 0.03% 320
2019
Q1 		$223K Buy
4,918
+517
+12% +$23.6K 0.04% 295
2018
Q4 		$181K Buy
4,401
+1,891
+75% +$77.9K 0.05% 254
2018
Q3 		$102K Buy
2,510
+216
+9% +$9.43K 0.03% 249
2018
Q2 		$99K Buy
+2,294
New +$95.1K 0.03% 227

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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Concepts's LXP Position: Q2 2022 in Review

Integrated Wealth Concepts sold out of LXP Industrial Trust (LXP) in Q2 2022, closing a stake of 2,623 shares — an estimated $206K sold.

Integrated Wealth Concepts first reported a position in LXP in Q2 2018 and held it in 8 quarters. The position peaked at $275K in Q3 2019. 283 funds tracked by Wall St. Rank hold LXP as of Q2 2022.

  • Integrated Wealth Concepts reported no remaining LXP Industrial Trust position as of Q2 2022 after selling out during the quarter.
  • Integrated Wealth Concepts sold 2,623 LXP Industrial Trust shares in Q2 2022, an estimated $206K.
  • Integrated Wealth Concepts first reported a position in LXP Industrial Trust in Q2 2018 and held it in 8 quarters.
  • Integrated Wealth Concepts's LXP Industrial Trust position peaked at $275K in Q3 2019.
  • 283 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2022.

Based on Integrated Wealth Concepts's 13F filing for Q2 2022, filed 8 Aug 2022.