Evoke Wealth’s GXO Logistics GXO Stock Holding History

Evoke Wealth’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	-68	Closed	-$2K	–	696
2022 Q3	$2K	Hold	68	–	–	﹤0.01%	1037
2022 Q2	$3K	Hold	68	–	–	﹤0.01%	978
2022 Q1	$5K	Hold	68	–	–	﹤0.01%	902
2021 Q4	$6K	Hold	68	–	–	﹤0.01%	868
2021 Q3	$5K	Buy	+68	New	+$5.33K	﹤0.01%	852

Other funds holding GXO

OAG

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

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

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

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evoke Wealth's GXO Position: Q4 2022 in Review

Evoke Wealth sold out of GXO Logistics (GXO) in Q4 2022, closing a stake of 68 shares — an estimated $2K sold.

Evoke Wealth first reported a position in GXO in Q3 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 429 funds tracked by Wall St. Rank hold GXO as of Q4 2022.

Evoke Wealth reported no remaining GXO Logistics position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 68 GXO Logistics shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in GXO Logistics in Q3 2021 and held it in 5 quarters.
Evoke Wealth's GXO Logistics position peaked at $6K in Q4 2021.
429 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.