BA
QXO

Bard Associates’s QXO Inc QXO Stock Holding History

Bard Associates’s Portfolio QXO Stock Details QXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,163
Closed -$707K – 183
2023
Q4 		$707K Sell
5,163
-47,756
-90% -$2.17M 0.27% 104
2023
Q3 		$1.41M Sell
52,919
-43
-0.1% -$1.2K 0.58% 64
2023
Q2 		$1.43M Sell
52,962
-224
-0.4% -$5.67K 0.55% 61
2023
Q1 		$1.3M Buy
53,186
+2,125
+4% +$54.9K 0.54% 60
2022
Q4 		$1.21M Buy
51,061
+22,183
+77% +$655K 0.52% 62
2022
Q3 		$649K Buy
28,878
+87
+0.3% +$2.13K 0.29% 98
2022
Q2 		$624K Buy
28,791
+1,633
+6% +$35.5K 0.27% 101
2022
Q1 		$708K Buy
27,158
+250
+0.9% +$7.2K 0.25% 109
2021
Q4 		$958K Sell
26,908
-562
-2% -$23.9K 0.32% 102
2021
Q3 		$1.33M Sell
27,470
-1,088
-4% -$72.2K 0.45% 90
2021
Q2 		$2.78M Buy
28,558
+13
+0% +$786 0.91% 38
2021
Q1 		$1.75M Sell
28,545
-188
-0.7% -$8.41K 0.63% 61
2020
Q4 		$657K Buy
28,733
+2,628
+10% +$62.4K 0.26% 103
2020
Q3 		$553K Sell
26,105
-5,182
-17% -$119K 0.29% 97
2020
Q2 		$501K Buy
31,287
+1,687
+6% +$27.4K 0.28% 97
2020
Q1 		$433K Buy
29,600
+2,111
+8% +$49.7K 0.32% 94
2019
Q4 		$941K Sell
27,489
-513
-2% -$14.6K 0.48% 76
2019
Q3 		$795K Sell
28,002
-324
-1% -$7.94K 0.4% 87
2019
Q2 		$668K Buy
28,326
+1,025
+4% +$21.9K 0.33% 92
2019
Q1 		$563K Buy
27,301
+163
+0.6% +$3.95K 0.28% 100
2018
Q4 		$504K Buy
27,138
+388
+1% +$9.58K 0.29% 99
2018
Q3 		$775K Hold
26,750
– – 0.36% 93
2018
Q2 		$850K Sell
26,750
-281
-1% -$8.95K 0.39% 95
2018
Q1 		$811K Buy
27,031
+800
+3% +$25.1K 0.4% 93
2017
Q4 		$886K Buy
26,231
+125
+0.5% +$4.17K 0.42% 90
2017
Q3 		$896K Buy
26,106
+190
+0.7% +$6.56K 0.42% 89
2017
Q2 		$809K Buy
+25,916
New +$809K 0.37% 99

Other funds holding QXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bard Associates's QXO Position: Q1 2024 in Review

Bard Associates sold out of QXO Inc (QXO) in Q1 2024, closing a stake of 5,163 shares — an estimated $707K sold.

Bard Associates first reported a position in QXO in Q2 2017 and held it in 27 quarters. The position peaked at $2.78M in Q2 2021. 26 funds tracked by Wall St. Rank hold QXO as of Q1 2024.

  • Bard Associates reported no remaining QXO Inc position as of Q1 2024 after selling out during the quarter.
  • Bard Associates sold 5,163 QXO Inc shares in Q1 2024, an estimated $707K.
  • Bard Associates first reported a position in QXO Inc in Q2 2017 and held it in 27 quarters.
  • Bard Associates's QXO Inc position peaked at $2.78M in Q2 2021.
  • 26 funds tracked by Wall St. Rank held QXO Inc as of Q1 2024.

Based on Bard Associates's 13F filing for Q1 2024, filed 13 May 2024.