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

TCI 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
Q2 		– Sell
-184
Closed -$9.47K – 1352
2023
Q1 		$9.47K Hold
184
– – ﹤0.01% 1122
2022
Q4 		$9.21K Buy
184
+149
+426% +$7.45K ﹤0.01% 1129
2022
Q3 		$2K Sell
35
-135
-79% -$7.02K ﹤0.01% 1955
2022
Q2 		$9K Buy
170
+34
+25% +$2.04K ﹤0.01% 1087
2022
Q1 		$11K Hold
136
– – ﹤0.01% 1045
2021
Q4 		$11K Buy
136
+13
+11% +$965 ﹤0.01% 1102
2021
Q3 		$8K Buy
123
+23
+23% +$1.51K ﹤0.01% 1264
2021
Q2 		$6K Buy
100
+10
+11% +$609 ﹤0.01% 1331
2021
Q1 		$5K Buy
90
+21
+30% +$1.14K ﹤0.01% 1272
2020
Q4 		$4K Buy
69
+29
+73% +$1.53K ﹤0.01% 981
2020
Q3 		$2K Buy
40
+24
+150% +$1.33K ﹤0.01% 1131
2020
Q2 		$1K Sell
16
-59
-79% -$2.97K ﹤0.01% 1279
2020
Q1 		$4K Buy
+75
New +$3.97K ﹤0.01% 775
2017
Q2 		– Sell
-17
Closed -$1K – 1369
2017
Q1 		$1K Buy
+17
New +$906 ﹤0.01% 1124

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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

TCI Wealth Advisors's LXP Position: Q2 2023 in Review

TCI Wealth Advisors sold out of LXP Industrial Trust (LXP) in Q2 2023, closing a stake of 184 shares — an estimated $9.47K sold.

TCI Wealth Advisors first reported a position in LXP in Q1 2017 and held it in 14 quarters. The position peaked at $11K in Q1 2022. 273 funds tracked by Wall St. Rank hold LXP as of Q2 2023.

  • TCI Wealth Advisors reported no remaining LXP Industrial Trust position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 184 LXP Industrial Trust shares in Q2 2023, an estimated $9.47K.
  • TCI Wealth Advisors first reported a position in LXP Industrial Trust in Q1 2017 and held it in 14 quarters.
  • TCI Wealth Advisors's LXP Industrial Trust position peaked at $11K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held LXP Industrial Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.