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Congress Wealth Management’s GXO Logistics GXO Stock Holding History

Congress Wealth Management’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
-7,797
Closed -$273K – 568
2022
Q3 		$273K Buy
7,797
+806
+12% +$35.6K 0.01% 482
2022
Q2 		$302K Sell
6,991
-18,994
-73% -$1.05M 0.01% 478
2022
Q1 		$1.85M Buy
25,985
+10,342
+66% +$826K 0.04% 300
2021
Q4 		$1.42M Buy
+15,643
New +$1.41M 0.03% 335

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

Congress Wealth Management's GXO Position: Q4 2022 in Review

Congress Wealth Management sold out of GXO Logistics (GXO) in Q4 2022, closing a stake of 7,797 shares — an estimated $273K sold.

Congress Wealth Management first reported a position in GXO in Q4 2021 and held it in 4 quarters. The position peaked at $1.85M in Q1 2022. 429 funds tracked by Wall St. Rank hold GXO as of Q4 2022.

  • Congress Wealth Management reported no remaining GXO Logistics position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 7,797 GXO Logistics shares in Q4 2022, an estimated $273K.
  • Congress Wealth Management first reported a position in GXO Logistics in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's GXO Logistics position peaked at $1.85M in Q1 2022.
  • 429 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.