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Beacon Investment Advisory Services’s GXO Logistics GXO Stock Holding History

Beacon Investment Advisory Services’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
Q2 		– Sell
-4,050
Closed -$204K – 283
2023
Q1 		$204K Buy
+4,050
New +$202K 0.01% 269

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beacon Investment Advisory Services's GXO Position: Q2 2023 in Review

Beacon Investment Advisory Services sold out of GXO Logistics (GXO) in Q2 2023, closing a stake of 4,050 shares — an estimated $204K sold.

Beacon Investment Advisory Services first reported a position in GXO in Q1 2023 and held it in 1 quarter. The position peaked at $204K in Q1 2023. 462 funds tracked by Wall St. Rank hold GXO as of Q2 2023.

  • Beacon Investment Advisory Services reported no remaining GXO Logistics position as of Q2 2023 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 4,050 GXO Logistics shares in Q2 2023, an estimated $204K.
  • Beacon Investment Advisory Services first reported a position in GXO Logistics in Q1 2023 and held it in 1 quarter.
  • Beacon Investment Advisory Services's GXO Logistics position peaked at $204K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2023.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2023, filed 21 Jul 2023.