Focused Wealth Management’s GXO Logistics GXO Stock Holding History

Focused Wealth Management’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
2024 Q1	–	Sell	-300	Closed	-$18.3K	–	511
2023 Q4	$18.3K	Hold	300	–	–	﹤0.01%	449
2023 Q3	$17.6K	Hold	300	–	–	﹤0.01%	448
2023 Q2	$18.8K	Hold	300	–	–	﹤0.01%	442
2023 Q1	$15.1K	Hold	300	–	–	﹤0.01%	480
2022 Q4	$12.8K	Hold	300	–	–	﹤0.01%	488
2022 Q3	$11K	Hold	300	–	–	﹤0.01%	476
2022 Q2	$13K	Hold	300	–	–	﹤0.01%	466
2022 Q1	$21K	Hold	300	–	–	﹤0.01%	439
2021 Q4	$27K	Hold	300	–	–	﹤0.01%	450
2021 Q3	$24K	Buy	+300	New	+$23.5K	﹤0.01%	474

Other funds holding GXO

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return