CAPTRUST Financial Advisors’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio USX Stock Details USX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-28,500	Closed	-$175K	–	2773
2023 Q2	$175K	Hold	28,500	–	–	﹤0.01%	2296
2023 Q1	$169K	Buy	+28,500	New	+$66.6K	﹤0.01%	2083
2022 Q4	–	Sell	-28,500	Closed	-$70K	–	2240
2022 Q3	$70K	Hold	28,500	–	–	﹤0.01%	1968
2022 Q2	$76K	Buy	28,500 +5,699	+25%	+$17.8K	﹤0.01%	2434
2022 Q1	$88K	Buy	22,801 +22,418	+5,853%	+$100K	﹤0.01%	2369
2021 Q4	$2K	Hold	383	–	–	﹤0.01%	4473
2021 Q3	$3K	Hold	383	–	–	﹤0.01%	4176
2021 Q2	$3K	Hold	383	–	–	﹤0.01%	4078
2021 Q1	$5K	Buy	+383	New	+$3.53K	﹤0.01%	3760

CAPTRUST Financial Advisors's USX Position: Q3 2023 in Review

CAPTRUST Financial Advisors sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q3 2023, closing a stake of 28,500 shares — an estimated $175K sold.

CAPTRUST Financial Advisors first reported a position in USX in Q1 2021 and held it in 9 quarters. The position peaked at $175K in Q2 2023. 0 funds tracked by Wall St. Rank hold USX as of Q3 2023.

CAPTRUST Financial Advisors reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
CAPTRUST Financial Advisors sold 28,500 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q3 2023, an estimated $175K.
CAPTRUST Financial Advisors first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
CAPTRUST Financial Advisors's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $175K in Q2 2023.
0 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q3 2023.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.