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Patriot Financial Group Insurance Agency’s LXP Industrial Trust LXP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-258
Closed -$14K – 1292
2022
Q2 		$14K Sell
258
-39
-13% -$2.35K ﹤0.01% 1138
2022
Q1 		$23K Sell
297
-7
-2% -$528 ﹤0.01% 1036
2021
Q4 		$24K Buy
304
+4
+1% +$297 ﹤0.01% 1143
2021
Q3 		$19K Buy
300
+35
+13% +$2.29K ﹤0.01% 1238
2021
Q2 		$16K Hold
265
– – ﹤0.01% 1273
2021
Q1 		$15K Sell
265
-7
-3% -$378 ﹤0.01% 1213
2020
Q4 		$14K Hold
272
– – ﹤0.01% 1106
2020
Q3 		$14K Hold
272
– – ﹤0.01% 924
2020
Q2 		$14K Buy
272
+12
+5% +$605 0.01% 857
2020
Q1 		$13K Buy
260
+220
+550% +$11.6K 0.01% 783
2019
Q4 		$2K Hold
40
– – ﹤0.01% 1129
2019
Q3 		$2K Hold
40
– – ﹤0.01% 1099
2019
Q2 		$2K Hold
40
– – ﹤0.01% 1126
2019
Q1 		$2K Hold
40
– – ﹤0.01% 1020
2018
Q4 		$2K Sell
40
-80
-67% -$3.3K ﹤0.01% 842
2018
Q3 		$5K Buy
+120
New +$5.24K ﹤0.01% 745
2017
Q4 		– Sell
-600
Closed -$32K – 955
2017
Q3 		$32K Hold
600
– – 0.03% 325
2017
Q2 		$29K Hold
600
– – 0.03% 323
2017
Q1 		$30K Hold
600
– – 0.03% 295
2016
Q4 		$32K Buy
+600
New +$30.6K 0.04% 285

Other funds holding LXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LXP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of LXP Industrial Trust (LXP) in Q3 2022, closing a stake of 258 shares — an estimated $14K sold.

Patriot Financial Group Insurance Agency first reported a position in LXP in Q4 2016 and held it in 20 quarters. The position peaked at $32K in Q3 2017. 278 funds tracked by Wall St. Rank hold LXP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining LXP Industrial Trust position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 258 LXP Industrial Trust shares in Q3 2022, an estimated $14K.
  • Patriot Financial Group Insurance Agency first reported a position in LXP Industrial Trust in Q4 2016 and held it in 20 quarters.
  • Patriot Financial Group Insurance Agency's LXP Industrial Trust position peaked at $32K in Q3 2017.
  • 278 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.