FWM
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Focused Wealth Management’s RXO RXO Stock Holding History

Focused Wealth 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
Q1 		– Sell
-300
Closed -$6.98K – 811
2023
Q4 		$6.98K Hold
300
– – ﹤0.01% 612
2023
Q3 		$5.92K Hold
300
– – ﹤0.01% 616
2023
Q2 		$6.8K Hold
300
– – ﹤0.01% 618
2023
Q1 		$5.89K Hold
300
– – ﹤0.01% 639
2022
Q4 		$5.16K Buy
+300
New +$5.32K ﹤0.01% 639

Other funds holding RXO

BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return