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Ergoteles’s Xos XOS Stock Holding History

Ergoteles’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
Q3 		– Sell
-1,867
Closed -$12.2K – 873
2023
Q2 		$12.2K Buy
+1,867
New +$25.1K ﹤0.01% 993

Other funds holding XOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Ergoteles's XOS Position: Q3 2023 in Review

Ergoteles sold out of Xos (XOS) in Q3 2023, closing a stake of 1,867 shares — an estimated $12.2K sold.

Ergoteles first reported a position in XOS in Q2 2023 and held it in 1 quarter. The position peaked at $12.2K in Q2 2023. 40 funds tracked by Wall St. Rank hold XOS as of Q3 2023.

  • Ergoteles reported no remaining Xos position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 1,867 Xos shares in Q3 2023, an estimated $12.2K.
  • Ergoteles first reported a position in Xos in Q2 2023 and held it in 1 quarter.
  • Ergoteles's Xos position peaked at $12.2K in Q2 2023.
  • 40 funds tracked by Wall St. Rank held Xos as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.