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Baystate Wealth Management’s GXO Logistics GXO Stock Holding History

Baystate 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
-70
Closed -$4.4K – 1058
2023
Q2 		$4.4K Hold
70
– – ﹤0.01% 720
2023
Q1 		$3.53K Buy
+70
New +$3.48K ﹤0.01% 741

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Baystate Wealth Management sold out of GXO Logistics (GXO) in Q3 2023, closing a stake of 70 shares — an estimated $4.4K sold.

Baystate Wealth Management first reported a position in GXO in Q1 2023 and held it in 2 quarters. The position peaked at $4.4K in Q2 2023. 455 funds tracked by Wall St. Rank hold GXO as of Q3 2023.

  • Baystate Wealth Management reported no remaining GXO Logistics position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 70 GXO Logistics shares in Q3 2023, an estimated $4.4K.
  • Baystate Wealth Management first reported a position in GXO Logistics in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's GXO Logistics position peaked at $4.4K in Q2 2023.
  • 455 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.