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Lionsbridge Wealth Management’s ExxonMobil XOM Stock Holding History

Lionsbridge Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,246
Closed -$87K – 329
2019
Q4 		$87K Buy
+1,246
New +$86.2K 0.08% 56

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lionsbridge Wealth Management's XOM Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 1,246 shares — an estimated $87K sold.

Lionsbridge Wealth Management first reported a position in XOM in Q4 2019 and held it in 1 quarter. The position peaked at $87K in Q4 2019. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

  • Lionsbridge Wealth Management reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 1,246 ExxonMobil shares in Q1 2020, an estimated $87K.
  • Lionsbridge Wealth Management first reported a position in ExxonMobil in Q4 2019 and held it in 1 quarter.
  • Lionsbridge Wealth Management's ExxonMobil position peaked at $87K in Q4 2019.
  • 2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.