Alta Wealth Advisors’s GXO Logistics GXO Stock Holding History

Alta Wealth Advisors’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
2024 Q4	–	Sell	-13,195	Closed	-$687K	–	141
2024 Q3	$687K	Sell	13,195 -75	-0.6%	-$3.8K	0.31%	67
2024 Q2	$670K	Buy	13,270 +115	+0.9%	+$5.8K	0.33%	65
2024 Q1	$707K	Buy	13,155 +1,240	+10%	+$67K	0.36%	65
2023 Q4	$729K	Sell	11,915 -15	-0.1%	-$840	0.41%	64
2023 Q3	$700K	Sell	11,930 -135	-1%	-$8.45K	0.43%	68
2023 Q2	$758K	Buy	+12,065	New	+$677K	0.45%	66

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alta Wealth Advisors's GXO Position: Q4 2024 in Review

Alta Wealth Advisors sold out of GXO Logistics (GXO) in Q4 2024, closing a stake of 13,195 shares — an estimated $687K sold.

Alta Wealth Advisors first reported a position in GXO in Q2 2023 and held it in 6 quarters. The position peaked at $758K in Q2 2023. 481 funds tracked by Wall St. Rank hold GXO as of Q4 2024.

Alta Wealth Advisors reported no remaining GXO Logistics position as of Q4 2024 after selling out during the quarter.
Alta Wealth Advisors sold 13,195 GXO Logistics shares in Q4 2024, an estimated $687K.
Alta Wealth Advisors first reported a position in GXO Logistics in Q2 2023 and held it in 6 quarters.
Alta Wealth Advisors's GXO Logistics position peaked at $758K in Q2 2023.
481 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2024.

Based on Alta Wealth Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.