Steward Partners Investment Advisory’s LXP Industrial Trust LXP Stock Holding History

Steward Partners Investment Advisory’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	-1,287	Closed	-$58.1K	–	3670
2024 Q1	$58.1K	Hold	1,287	–	–	﹤0.01%	2030
2023 Q4	$63.9K	Hold	1,287	–	–	﹤0.01%	1871
2023 Q3	$57.3K	Hold	1,287	–	–	﹤0.01%	1847
2023 Q2	$62.8K	Hold	1,287	–	–	﹤0.01%	1786
2023 Q1	$66.4K	Sell	1,287 -1,288	-50%	-$68.9K	﹤0.01%	1749
2022 Q4	$129K	Hold	2,575	–	–	﹤0.01%	1443
2022 Q3	$118K	Hold	2,575	–	–	﹤0.01%	1429
2022 Q2	$138K	Hold	2,575	–	–	﹤0.01%	1359
2022 Q1	$202K	Hold	2,575	–	–	﹤0.01%	1287
2021 Q4	$201K	Hold	2,575	–	–	﹤0.01%	1318
2021 Q3	$164K	Hold	2,575	–	–	﹤0.01%	1348
2021 Q2	$154K	Hold	2,575	–	–	﹤0.01%	1756
2021 Q1	$143K	Hold	2,575	–	–	﹤0.01%	1443
2020 Q4	$137K	Buy	+2,575	New	+$136K	﹤0.01%	1233
2020 Q1	–	Sell	-124	Closed	-$6K	–	2616
2019 Q4	$6K	Hold	124	–	–	﹤0.01%	2183
2019 Q3	$6K	Hold	124	–	–	﹤0.01%	2196
2019 Q2	$5K	Buy	+124	New	+$5.72K	﹤0.01%	2224
2018 Q4	–	Sell	-124	Closed	-$5K	–	1559
2018 Q3	$5K	Hold	124	–	–	﹤0.01%	2126
2018 Q2	$5K	Hold	124	–	–	﹤0.01%	1993
2018 Q1	$4K	Buy	+124	New	+$5.28K	﹤0.01%	1854

Other funds holding LXP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Steward Partners Investment Advisory's LXP Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of LXP Industrial Trust (LXP) in Q2 2024, closing a stake of 1,287 shares — an estimated $58.1K sold.

Steward Partners Investment Advisory first reported a position in LXP in Q1 2018 and held it in 20 quarters. The position peaked at $202K in Q1 2022. 291 funds tracked by Wall St. Rank hold LXP as of Q2 2024.

Steward Partners Investment Advisory reported no remaining LXP Industrial Trust position as of Q2 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,287 LXP Industrial Trust shares in Q2 2024, an estimated $58.1K.
Steward Partners Investment Advisory first reported a position in LXP Industrial Trust in Q1 2018 and held it in 20 quarters.
Steward Partners Investment Advisory's LXP Industrial Trust position peaked at $202K in Q1 2022.
291 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.