SSWM
LXP icon

Strait & Sound Wealth Management’s LXP Industrial Trust LXP Stock Holding History

Strait & Sound Wealth Management’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
2023
Q4 		– Sell
-2,042
Closed -$90.8K – 136
2023
Q3 		$90.8K Buy
2,042
+7
+0.3% +$343 0.08% 129
2023
Q2 		$99.2K Sell
2,035
-52
-2% -$2.57K 0.1% 105
2023
Q1 		$108K Buy
2,087
+4
+0.2% +$214 0.11% 112
2022
Q4 		$117K Buy
+2,083
New +$104K 0.13% 109

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 $3.38T AUM 44.17% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Strait & Sound Wealth Management's LXP Position: Q4 2023 in Review

Strait & Sound Wealth Management sold out of LXP Industrial Trust (LXP) in Q4 2023, closing a stake of 2,042 shares — an estimated $90.8K sold.

Strait & Sound Wealth Management first reported a position in LXP in Q4 2022 and held it in 4 quarters. The position peaked at $117K in Q4 2022. 273 funds tracked by Wall St. Rank hold LXP as of Q4 2023.

  • Strait & Sound Wealth Management reported no remaining LXP Industrial Trust position as of Q4 2023 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 2,042 LXP Industrial Trust shares in Q4 2023, an estimated $90.8K.
  • Strait & Sound Wealth Management first reported a position in LXP Industrial Trust in Q4 2022 and held it in 4 quarters.
  • Strait & Sound Wealth Management's LXP Industrial Trust position peaked at $117K in Q4 2022.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q4 2023.

Based on Strait & Sound Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.