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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 – 508
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

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focused Wealth Management's GXO Position: Q1 2024 in Review

Focused Wealth Management sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 300 shares — an estimated $18.3K sold.

Focused Wealth Management first reported a position in GXO in Q3 2021 and held it in 10 quarters. The position peaked at $27K in Q4 2021. 483 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Focused Wealth Management reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 300 GXO Logistics shares in Q1 2024, an estimated $18.3K.
  • Focused Wealth Management first reported a position in GXO Logistics in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's GXO Logistics position peaked at $27K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.