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Cornerstone Wealth Management’s GXO Logistics GXO Stock Holding History

Cornerstone 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
Q3 		– Sell
-7,260
Closed -$314K – 450
2022
Q2 		$314K Buy
+7,260
New +$402K 0.03% 347
2022
Q1 		– Sell
-6,700
Closed -$609K – 486
2021
Q4 		$609K Buy
6,700
+750
+13% +$67.4K 0.06% 255
2021
Q3 		$467K Buy
+5,950
New +$467K 0.05% 283

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
GCM
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

Cornerstone Wealth Management's GXO Position: Q3 2022 in Review

Cornerstone Wealth Management sold out of GXO Logistics (GXO) in Q3 2022, closing a stake of 7,260 shares — an estimated $314K sold.

Cornerstone Wealth Management first reported a position in GXO in Q3 2021 and held it in 3 quarters. The position peaked at $609K in Q4 2021. 408 funds tracked by Wall St. Rank hold GXO as of Q3 2022.

  • Cornerstone Wealth Management reported no remaining GXO Logistics position as of Q3 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 7,260 GXO Logistics shares in Q3 2022, an estimated $314K.
  • Cornerstone Wealth Management first reported a position in GXO Logistics in Q3 2021 and held it in 3 quarters.
  • Cornerstone Wealth Management's GXO Logistics position peaked at $609K in Q4 2021.
  • 408 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.