Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Xos XOS Stock Holding History

Cambridge Investment Research Advisors’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
Q3 		– Sell
-1,583
Closed -$10K – 3277
2023
Q2 		$10K Hold
1,583
– – ﹤0.01% 3151
2023
Q1 		$25K Buy
+1,583
New +$37.2K ﹤0.01% 3093

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Cambridge Investment Research Advisors's XOS Position: Q3 2023 in Review

Cambridge Investment Research Advisors sold out of Xos (XOS) in Q3 2023, closing a stake of 1,583 shares — an estimated $10K sold.

Cambridge Investment Research Advisors first reported a position in XOS in Q1 2023 and held it in 2 quarters. The position peaked at $25K in Q1 2023. 40 funds tracked by Wall St. Rank hold XOS as of Q3 2023.

  • Cambridge Investment Research Advisors reported no remaining Xos position as of Q3 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 1,583 Xos shares in Q3 2023, an estimated $10K.
  • Cambridge Investment Research Advisors first reported a position in Xos in Q1 2023 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Xos position peaked at $25K in Q1 2023.
  • 40 funds tracked by Wall St. Rank held Xos as of Q3 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.