AWM
GXO icon

AE Wealth Management’s GXO Logistics GXO Stock Holding History

AE Wealth Management’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,163
Closed -$701K – 2004
2023
Q2 		$701K Buy
+11,163
New +$626K ﹤0.01% 1234
2022
Q1 		– Sell
-3,289
Closed -$299K – 1732
2021
Q4 		$299K Buy
3,289
+154
+5% +$13.8K ﹤0.01% 1448
2021
Q3 		$246K Buy
+3,135
New +$246K ﹤0.01% 1443

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's GXO Position: Q3 2023 in Review

AE Wealth Management sold out of GXO Logistics (GXO) in Q3 2023, closing a stake of 11,163 shares — an estimated $701K sold.

AE Wealth Management first reported a position in GXO in Q3 2021 and held it in 3 quarters. The position peaked at $701K in Q2 2023. 456 funds tracked by Wall St. Rank hold GXO as of Q3 2023.

  • AE Wealth Management reported no remaining GXO Logistics position as of Q3 2023 after selling out during the quarter.
  • AE Wealth Management sold 11,163 GXO Logistics shares in Q3 2023, an estimated $701K.
  • AE Wealth Management first reported a position in GXO Logistics in Q3 2021 and held it in 3 quarters.
  • AE Wealth Management's GXO Logistics position peaked at $701K in Q2 2023.
  • 456 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2023.

Based on AE Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.