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Fernwood Investment Management’s RXO RXO Stock Holding History

Fernwood Investment Management’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
-600
Closed -$13.1K – 597
2024
Q1 		$13.1K Buy
+600
New +$12.9K ﹤0.01% 521

Other funds holding RXO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fernwood Investment Management's RXO Position: Q2 2024 in Review

Fernwood Investment Management sold out of RXO (RXO) in Q2 2024, closing a stake of 600 shares — an estimated $13.1K sold.

Fernwood Investment Management first reported a position in RXO in Q1 2024 and held it in 1 quarter. The position peaked at $13.1K in Q1 2024. 243 funds tracked by Wall St. Rank hold RXO as of Q2 2024.

  • Fernwood Investment Management reported no remaining RXO position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 600 RXO shares in Q2 2024, an estimated $13.1K.
  • Fernwood Investment Management first reported a position in RXO in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's RXO position peaked at $13.1K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held RXO as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.