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Welch Group’s Lexaria Bioscience LEXX Stock Holding History

Welch Group’s Portfolio LEXX Stock Details LEXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,000
Closed -$73.2K – 274
2024
Q3 		$73.2K Hold
24,000
– – ﹤0.01% 263
2024
Q2 		$66.7K Hold
24,000
– – ﹤0.01% 260
2024
Q1 		$87.1K Buy
+24,000
New +$61.2K ﹤0.01% 226

Other funds holding LEXX

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Welch Group's LEXX Position: Q4 2024 in Review

Welch Group sold out of Lexaria Bioscience (LEXX) in Q4 2024, closing a stake of 24,000 shares — an estimated $73.2K sold.

Welch Group first reported a position in LEXX in Q1 2024 and held it in 3 quarters. The position peaked at $87.1K in Q1 2024. 25 funds tracked by Wall St. Rank hold LEXX as of Q4 2024.

  • Welch Group reported no remaining Lexaria Bioscience position as of Q4 2024 after selling out during the quarter.
  • Welch Group sold 24,000 Lexaria Bioscience shares in Q4 2024, an estimated $73.2K.
  • Welch Group first reported a position in Lexaria Bioscience in Q1 2024 and held it in 3 quarters.
  • Welch Group's Lexaria Bioscience position peaked at $87.1K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Lexaria Bioscience as of Q4 2024.

Based on Welch Group's 13F filing for Q4 2024, filed 27 Jan 2025.