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Sutton Wealth Advisors’s LXP Industrial Trust LXP Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-1,123
Closed -$56.3K – 1233
2022
Q4 		$56.3K Hold
1,123
– – 0.02% 359
2022
Q3 		$51.4K Sell
1,123
-16
-1% -$832 0.02% 375
2022
Q2 		$61.2K Buy
1,139
+10
+0.9% +$601 0.02% 329
2022
Q1 		$88.6K Sell
1,129
-6
-0.5% -$453 0.03% 272
2021
Q4 		$88.7K Buy
1,135
+15
+1% +$1.11K 0.03% 283
2021
Q3 		$71.4K Hold
1,120
– – 0.03% 299
2021
Q2 		$66.9K Hold
1,120
– – 0.02% 332
2021
Q1 		$62.2K Hold
1,120
– – 0.02% 336
2020
Q4 		$59.5K Hold
1,120
– – 0.03% 313
2020
Q3 		$58.5K Hold
1,120
– – 0.03% 276
2020
Q2 		$59.1K Hold
1,120
– – 0.03% 268
2020
Q1 		$55.6K Buy
1,120
+124
+12% +$6.56K 0.04% 248
2019
Q4 		$52.9K Hold
996
– – 0.03% 296
2019
Q3 		$51.1K Hold
996
– – 0.03% 300
2019
Q2 		$46.9K Hold
996
– – 0.03% 319
2019
Q1 		$45.1K Buy
996
+384
+63% +$17.5K 0.03% 321
2018
Q4 		$25.1K Hold
612
– – 0.02% 449
2018
Q3 		$25.4K Hold
612
– – 0.02% 503
2018
Q2 		$26.7K Sell
612
-703
-53% -$29.2K 0.02% 481
2018
Q1 		$51.7K Buy
1,315
+703
+115% +$29.9K 0.04% 266
2017
Q4 		$29.5K Hold
612
– – 0.02% 416
2017
Q3 		$31.3K Hold
612
– – 0.02% 390
2017
Q2 		$30.3K Hold
612
– – 0.02% 391
2017
Q1 		$30.5K Hold
612
– – 0.03% 372
2016
Q4 		$33K Hold
612
– – 0.03% 347
2016
Q3 		$31.5K Hold
612
– – 0.03% 341
2016
Q2 		$30.9K Hold
612
– – 0.03% 322
2016
Q1 		$26.3K Buy
+612
New +$23.6K 0.02% 362

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
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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sutton Wealth Advisors's LXP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of LXP Industrial Trust (LXP) in Q1 2023, closing a stake of 1,123 shares — an estimated $56.3K sold.

Sutton Wealth Advisors first reported a position in LXP in Q1 2016 and held it in 28 quarters. The position peaked at $88.7K in Q4 2021. 276 funds tracked by Wall St. Rank hold LXP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining LXP Industrial Trust position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,123 LXP Industrial Trust shares in Q1 2023, an estimated $56.3K.
  • Sutton Wealth Advisors first reported a position in LXP Industrial Trust in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's LXP Industrial Trust position peaked at $88.7K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.