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LGT Financial Advisors’s DXP Enterprises DXPE Stock Holding History

LGT Financial Advisors’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-38
Closed -$3.14K – 426
2024
Q4 		$3.14K Buy
+38
New +$2.49K 0.01% 626

Other funds holding DXPE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGT Financial Advisors's DXPE Position: Q1 2025 in Review

LGT Financial Advisors sold out of DXP Enterprises (DXPE) in Q1 2025, closing a stake of 38 shares — an estimated $3.14K sold.

LGT Financial Advisors first reported a position in DXPE in Q4 2024 and held it in 1 quarter. The position peaked at $3.14K in Q4 2024. 202 funds tracked by Wall St. Rank hold DXPE as of Q1 2025.

  • LGT Financial Advisors reported no remaining DXP Enterprises position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 38 DXP Enterprises shares in Q1 2025, an estimated $3.14K.
  • LGT Financial Advisors first reported a position in DXP Enterprises in Q4 2024 and held it in 1 quarter.
  • LGT Financial Advisors's DXP Enterprises position peaked at $3.14K in Q4 2024.
  • 202 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.