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Mark Sheptoff Financial Planning’s LSB Industries LXU Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio LXU Stock Details LXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-500
Closed -$7K – 385
2022
Q2 		$7K Hold
500
– – ﹤0.01% 282
2022
Q1 		$11K Buy
+500
New +$7.38K 0.01% 292

Other funds holding LXU

SBLIC
Security Benefit Life Insurance Company Topeka, Kansas $182M AUM 31.21% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mark Sheptoff Financial Planning's LXU Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of LSB Industries (LXU) in Q3 2022, closing a stake of 500 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in LXU in Q1 2022 and held it in 2 quarters. The position peaked at $11K in Q1 2022. 140 funds tracked by Wall St. Rank hold LXU as of Q3 2022.

  • Mark Sheptoff Financial Planning reported no remaining LSB Industries position as of Q3 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 LSB Industries shares in Q3 2022, an estimated $7K.
  • Mark Sheptoff Financial Planning first reported a position in LSB Industries in Q1 2022 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's LSB Industries position peaked at $11K in Q1 2022.
  • 140 funds tracked by Wall St. Rank held LSB Industries as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.