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Sowell Financial Services’s LXP Industrial Trust LXP Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-85
Closed -$5K – 1795
2021
Q1 		$5K Buy
+85
New +$4.59K ﹤0.01% 2606

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sowell Financial Services's LXP Position: Q2 2021 in Review

Sowell Financial Services sold out of LXP Industrial Trust (LXP) in Q2 2021, closing a stake of 85 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in LXP in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 273 funds tracked by Wall St. Rank hold LXP as of Q2 2021.

  • Sowell Financial Services reported no remaining LXP Industrial Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 85 LXP Industrial Trust shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in LXP Industrial Trust in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's LXP Industrial Trust position peaked at $5K in Q1 2021.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.