AWM
XOS icon

Activest Wealth Management’s Xos XOS Stock Holding History

Activest Wealth Management’s Portfolio XOS Stock Details XOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-22
Closed -$1.56K – 576
2022
Q4 		$1.56K Hold
22
– – ﹤0.01% 410
2022
Q3 		$2K Buy
+22
New +$1.13K ﹤0.01% 402

Other funds holding XOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Activest Wealth Management's XOS Position: Q1 2023 in Review

Activest Wealth Management sold out of Xos (XOS) in Q1 2023, closing a stake of 22 shares — an estimated $1.56K sold.

Activest Wealth Management first reported a position in XOS in Q3 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 48 funds tracked by Wall St. Rank hold XOS as of Q1 2023.

  • Activest Wealth Management reported no remaining Xos position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 22 Xos shares in Q1 2023, an estimated $1.56K.
  • Activest Wealth Management first reported a position in Xos in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Xos position peaked at $2K in Q3 2022.
  • 48 funds tracked by Wall St. Rank held Xos as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.