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BZWA
Blue Zone Wealth Advisors’s
GXO Logistics
GXO
Stock Holding History
Blue Zone Wealth Advisors’s Portfolio
GXO Stock Details
GXO Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-72,239
Closed
-$3.8M
–
136
2025
Q4
$3.8M
Buy
72,239
+268
+0.4%
+$14.1K
0.73%
51
2025
Q3
$3.81M
Buy
71,971
+2,906
+4%
+$149K
0.76%
54
2025
Q2
$3.36M
Sell
69,065
-1,403
-2%
-$55.9K
0.84%
52
2025
Q1
$2.75M
Buy
70,468
+6,984
+11%
+$292K
0.77%
52
2024
Q4
$2.76M
Buy
63,484
+15,542
+32%
+$856K
0.8%
54
2024
Q3
$2.5M
Buy
47,942
+1,031
+2%
+$52.2K
0.78%
51
2024
Q2
$2.37M
Buy
46,911
+13
+0%
+$656
0.82%
51
2024
Q1
$2.52M
Buy
46,898
+229
+0.5%
+$12.4K
0.87%
50
2023
Q4
$2.85M
Buy
46,669
+301
+0.6%
+$16.9K
1.14%
39
2023
Q3
$2.72M
Buy
46,368
+84
+0.2%
+$5.25K
1.19%
40
2023
Q2
$2.91M
Buy
46,284
+4,541
+11%
+$255K
1.34%
34
2023
Q1
$2.11M
Buy
41,743
+49
+0.1%
+$2.44K
1.13%
34
2022
Q4
$1.78M
Buy
41,694
+897
+2%
+$36K
0.95%
38
2022
Q3
$1.43M
Buy
40,797
+644
+2%
+$28.4K
0.74%
48
2022
Q2
$1.74M
Buy
+40,153
New
+$2.22M
0.79%
48
2022
Q1
–
Sell
-26,026
Closed
-$2.36M
–
102
2021
Q4
$2.36M
Hold
26,026
–
–
0.78%
53
2021
Q3
$2.04M
Buy
+26,026
New
+$2.04M
0.71%
56
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$23.7B AUM
65.43%
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
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$4.04T AUM
VPM
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Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
ClearBridge Investments
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$115B AUM
24.78%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
RRAM
River Road Asset Management
Louisville, Kentucky
$8.82B AUM
7.52%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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