Cahaba Wealth Management’s Xos XOS Stock Holding History

Cahaba Wealth Management’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
2023 Q4	–	Sell	-5,371	Closed	-$55.4K	–	146
2023 Q3	$55.4K	Hold	5,371	–	–	0.01%	142
2023 Q2	$35.1K	Hold	5,371	–	–	﹤0.01%	147
2023 Q1	$84.6K	Hold	5,371	–	–	0.01%	143
2022 Q4	$71.4K	Hold	5,371	–	–	0.01%	142
2022 Q3	$193K	Hold	5,371	–	–	0.03%	129
2022 Q2	$296K	Sell	5,371 -313	-6%	-$25K	0.04%	107
2022 Q1	$513K	Hold	5,684	–	–	0.07%	80
2021 Q4	$537K	Hold	5,684	–	–	0.07%	78
2021 Q3	$789K	Buy	+5,684	New	+$1.44M	0.12%	53

Other funds holding XOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Cahaba Wealth Management's XOS Position: Q4 2023 in Review

Cahaba Wealth Management sold out of Xos (XOS) in Q4 2023, closing a stake of 5,371 shares — an estimated $55.4K sold.

Cahaba Wealth Management first reported a position in XOS in Q3 2021 and held it in 9 quarters. The position peaked at $789K in Q3 2021. 15 funds tracked by Wall St. Rank hold XOS as of Q4 2023.

Cahaba Wealth Management reported no remaining Xos position as of Q4 2023 after selling out during the quarter.
Cahaba Wealth Management sold 5,371 Xos shares in Q4 2023, an estimated $55.4K.
Cahaba Wealth Management first reported a position in Xos in Q3 2021 and held it in 9 quarters.
Cahaba Wealth Management's Xos position peaked at $789K in Q3 2021.
15 funds tracked by Wall St. Rank held Xos as of Q4 2023.

Based on Cahaba Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.