Evergreen Private Wealth’s RXO RXO Stock Holding History

Evergreen Private Wealth’s Portfolio RXO Stock Details RXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-210	Closed	-$4.59K	–	220
2024 Q1	$4.59K	Hold	210	–	–	﹤0.01%	184
2023 Q4	$4.88K	Buy	+210	New	+$4.22K	﹤0.01%	186

Other funds holding RXO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evergreen Private Wealth's RXO Position: Q2 2024 in Review

Evergreen Private Wealth sold out of RXO (RXO) in Q2 2024, closing a stake of 210 shares — an estimated $4.59K sold.

Evergreen Private Wealth first reported a position in RXO in Q4 2023 and held it in 2 quarters. The position peaked at $4.88K in Q4 2023. 243 funds tracked by Wall St. Rank hold RXO as of Q2 2024.

Evergreen Private Wealth reported no remaining RXO position as of Q2 2024 after selling out during the quarter.
Evergreen Private Wealth sold 210 RXO shares in Q2 2024, an estimated $4.59K.
Evergreen Private Wealth first reported a position in RXO in Q4 2023 and held it in 2 quarters.
Evergreen Private Wealth's RXO position peaked at $4.88K in Q4 2023.
243 funds tracked by Wall St. Rank held RXO as of Q2 2024.

Based on Evergreen Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.