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Exencial Wealth Advisors’s GXO Logistics GXO Stock Holding History

Exencial Wealth Advisors’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
2023
Q2 		– Sell
-10,609
Closed -$535K – 436
2023
Q1 		$535K Buy
10,609
+7
+0.1% +$348 0.03% 273
2022
Q4 		$453K Hold
10,602
– – 0.02% 302
2022
Q3 		$372K Sell
10,602
-5
-0% -$221 0.02% 320
2022
Q2 		$459K Buy
+10,607
New +$587K 0.03% 286

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Exencial Wealth Advisors's GXO Position: Q2 2023 in Review

Exencial Wealth Advisors sold out of GXO Logistics (GXO) in Q2 2023, closing a stake of 10,609 shares — an estimated $535K sold.

Exencial Wealth Advisors first reported a position in GXO in Q2 2022 and held it in 4 quarters. The position peaked at $535K in Q1 2023. 462 funds tracked by Wall St. Rank hold GXO as of Q2 2023.

  • Exencial Wealth Advisors reported no remaining GXO Logistics position as of Q2 2023 after selling out during the quarter.
  • Exencial Wealth Advisors sold 10,609 GXO Logistics shares in Q2 2023, an estimated $535K.
  • Exencial Wealth Advisors first reported a position in GXO Logistics in Q2 2022 and held it in 4 quarters.
  • Exencial Wealth Advisors's GXO Logistics position peaked at $535K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2023.

Based on Exencial Wealth Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.