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BFSG LLC’s Xos XOS Stock Holding History

BFSG LLC’s Portfolio XOS Stock Details XOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22
Closed -$72 – 715
2024
Q4 		$72 Hold
22
– – ﹤0.01% 665
2024
Q3 		$101 Hold
22
– – ﹤0.01% 633
2024
Q2 		$153 Hold
22
– – ﹤0.01% 610
2024
Q1 		$226 Buy
+22
New +$206 ﹤0.01% 641

Other funds holding XOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BFSG LLC's XOS Position: Q1 2025 in Review

BFSG LLC sold out of Xos (XOS) in Q1 2025, closing a stake of 22 shares — an estimated $72 sold.

BFSG LLC first reported a position in XOS in Q1 2024 and held it in 4 quarters. The position peaked at $226 in Q1 2024. 25 funds tracked by Wall St. Rank hold XOS as of Q1 2025.

  • BFSG LLC reported no remaining Xos position as of Q1 2025 after selling out during the quarter.
  • BFSG LLC sold 22 Xos shares in Q1 2025, an estimated $72.
  • BFSG LLC first reported a position in Xos in Q1 2024 and held it in 4 quarters.
  • BFSG LLC's Xos position peaked at $226 in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Xos as of Q1 2025.

Based on BFSG LLC's 13F filing for Q1 2025, filed 18 Apr 2025.