IWC
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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 $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return