BerganKDV Wealth Management’s RXO RXO Stock Holding History

BerganKDV Wealth Management’s Portfolio RXO Stock Details RXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-26	Closed	-$511	–	1041
2023 Q1	$511	Buy	+26	New	+$499	﹤0.01%	969

Other funds holding RXO

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

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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BerganKDV Wealth Management's RXO Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of RXO (RXO) in Q2 2023, closing a stake of 26 shares — an estimated $511 sold.

BerganKDV Wealth Management first reported a position in RXO in Q1 2023 and held it in 1 quarter. The position peaked at $511 in Q1 2023. 276 funds tracked by Wall St. Rank hold RXO as of Q2 2023.

BerganKDV Wealth Management reported no remaining RXO position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 26 RXO shares in Q2 2023, an estimated $511.
BerganKDV Wealth Management first reported a position in RXO in Q1 2023 and held it in 1 quarter.
BerganKDV Wealth Management's RXO position peaked at $511 in Q1 2023.
276 funds tracked by Wall St. Rank held RXO as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.