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Carolinas Wealth Consulting’s GXO Logistics GXO Stock Holding History

Carolinas Wealth Consulting’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$9K – 951
2021
Q4 		$9K Hold
100
– – ﹤0.01% 630
2021
Q3 		$8K Buy
+100
New +$7.84K ﹤0.01% 607

Other funds holding GXO

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Orbis Allan Gray
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Gates Capital Management
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Carolinas Wealth Consulting's GXO Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of GXO Logistics (GXO) in Q1 2022, closing a stake of 100 shares — an estimated $9K sold.

Carolinas Wealth Consulting first reported a position in GXO in Q3 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 468 funds tracked by Wall St. Rank hold GXO as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining GXO Logistics position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 100 GXO Logistics shares in Q1 2022, an estimated $9K.
  • Carolinas Wealth Consulting first reported a position in GXO Logistics in Q3 2021 and held it in 2 quarters.
  • Carolinas Wealth Consulting's GXO Logistics position peaked at $9K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.