Ellevest Inc’s Xos XOS Stock Holding History

Ellevest Inc’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10	Closed	-$152	–	1661
2023 Q1	$152	Sell	10 -42	-81%	-$987	﹤0.01%	1789
2022 Q4	$688	Buy	52 +43	+478%	+$1.11K	﹤0.01%	1578
2022 Q3	$0	Buy	+9	New	+$461	﹤0.01%	1891

Other funds holding XOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's XOS Position: Q2 2023 in Review

Ellevest Inc sold out of Xos (XOS) in Q2 2023, closing a stake of 10 shares — an estimated $152 sold.

Ellevest Inc first reported a position in XOS in Q3 2022 and held it in 3 quarters. The position peaked at $688 in Q4 2022. 49 funds tracked by Wall St. Rank hold XOS as of Q2 2023.

Ellevest Inc reported no remaining Xos position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 10 Xos shares in Q2 2023, an estimated $152.
Ellevest Inc first reported a position in Xos in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Xos position peaked at $688 in Q4 2022.
49 funds tracked by Wall St. Rank held Xos as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.