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B. Riley Wealth Management’s GXO Logistics GXO Stock Holding History

B. Riley 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
2022
Q2 		$896 Buy
20,705
+285
+1% +$15.8K ﹤0.01% 312
2022
Q1 		$1.46M Buy
20,420
+315
+2% +$25.2K 0.11% 176
2021
Q4 		$1.83M Sell
20,105
-135
-0.7% -$12.1K 0.13% 161
2021
Q3 		$1.59M Buy
+20,240
New +$1.59M 0.12% 169

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

B. Riley Wealth Management's GXO Position: Q2 2022 in Review

B. Riley Wealth Management increased its GXO Logistics (GXO) stake by 1.4% in Q2 2022, buying an estimated $15.8K and bringing the position to 20,705 shares worth $896. The position accounts for ﹤0.01% of the portfolio, ranked #312.

B. Riley Wealth Management first reported a position in GXO in Q3 2021 and has held it in 4 quarters since. The position peaked at $1.83M in Q4 2021. 461 funds tracked by Wall St. Rank hold GXO as of Q2 2022.

  • B. Riley Wealth Management held 20,705 shares of GXO Logistics worth $896 as of Q2 2022.
  • B. Riley Wealth Management bought 285 GXO Logistics shares in Q2 2022, an estimated $15.8K.
  • GXO Logistics made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #312 holding.
  • B. Riley Wealth Management first reported a position in GXO Logistics in Q3 2021 and has held it in 4 quarters since.
  • B. Riley Wealth Management's GXO Logistics position peaked at $1.83M in Q4 2021.
  • 461 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.