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Optimum Investment Advisors’s LXP Industrial Trust LXP Stock Holding History

Optimum Investment Advisors’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
2024
Q2 		– Sell
-80
Closed -$3.61K – 649
2024
Q1 		$3.61K Buy
+80
New +$3.64K ﹤0.01% 582

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 $3.37T AUM 44.26% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Optimum Investment Advisors's LXP Position: Q2 2024 in Review

Optimum Investment Advisors sold out of LXP Industrial Trust (LXP) in Q2 2024, closing a stake of 80 shares — an estimated $3.61K sold.

Optimum Investment Advisors first reported a position in LXP in Q1 2024 and held it in 1 quarter. The position peaked at $3.61K in Q1 2024. 291 funds tracked by Wall St. Rank hold LXP as of Q2 2024.

  • Optimum Investment Advisors reported no remaining LXP Industrial Trust position as of Q2 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 80 LXP Industrial Trust shares in Q2 2024, an estimated $3.61K.
  • Optimum Investment Advisors first reported a position in LXP Industrial Trust in Q1 2024 and held it in 1 quarter.
  • Optimum Investment Advisors's LXP Industrial Trust position peaked at $3.61K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2024.

Based on Optimum Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.