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Lugano Financial Advisors SA (LFA)’s LXP Industrial Trust LXP Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2023
Q4 		– Sell
-1,287
Closed -$57.3K – 194
2023
Q3 		$57.3K Buy
+1,287
New +$63.1K 0.05% 113

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s LXP Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of LXP Industrial Trust (LXP) in Q4 2023, closing a stake of 1,287 shares — an estimated $57.3K sold.

Lugano Financial Advisors SA (LFA) first reported a position in LXP in Q3 2023 and held it in 1 quarter. The position peaked at $57.3K in Q3 2023. 273 funds tracked by Wall St. Rank hold LXP as of Q4 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining LXP Industrial Trust position as of Q4 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 1,287 LXP Industrial Trust shares in Q4 2023, an estimated $57.3K.
  • Lugano Financial Advisors SA (LFA) first reported a position in LXP Industrial Trust in Q3 2023 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s LXP Industrial Trust position peaked at $57.3K in Q3 2023.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.