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Center for Financial Planning’s GXO Logistics GXO Stock Holding History

Center for Financial Planning’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
Q4 		– Sell
-95
Closed -$3K – 593
2022
Q3 		$3K Hold
95
– – ﹤0.01% 477
2022
Q2 		$4K Hold
95
– – ﹤0.01% 436
2022
Q1 		$7K Hold
95
– – ﹤0.01% 409
2021
Q4 		$9K Hold
95
– – ﹤0.01% 392
2021
Q3 		$7K Buy
+95
New +$7.45K ﹤0.01% 394

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Center for Financial Planning's GXO Position: Q4 2022 in Review

Center for Financial Planning sold out of GXO Logistics (GXO) in Q4 2022, closing a stake of 95 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in GXO in Q3 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 429 funds tracked by Wall St. Rank hold GXO as of Q4 2022.

  • Center for Financial Planning reported no remaining GXO Logistics position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 95 GXO Logistics shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in GXO Logistics in Q3 2021 and held it in 5 quarters.
  • Center for Financial Planning's GXO Logistics position peaked at $9K in Q4 2021.
  • 429 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.