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Foster Victor Wealth Advisors’s RXO RXO Stock Holding History

Foster Victor Wealth Advisors’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
2023
Q4 		– Sell
-92,844
Closed -$1.76M – 174
2023
Q3 		$1.76M Buy
92,844
+15,508
+20% +$305K 0.2% 81
2023
Q2 		$1.72M Sell
77,336
-8,462
-10% -$170K 0.19% 87
2023
Q1 		$1.61M Buy
85,798
+2,164
+3% +$41.5K 0.19% 85
2022
Q4 		$1.41M Buy
+83,634
New +$1.48M 0.18% 82

Other funds holding RXO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Foster Victor Wealth Advisors's RXO Position: Q4 2023 in Review

Foster Victor Wealth Advisors sold out of RXO (RXO) in Q4 2023, closing a stake of 92,844 shares — an estimated $1.76M sold.

Foster Victor Wealth Advisors first reported a position in RXO in Q4 2022 and held it in 4 quarters. The position peaked at $1.76M in Q3 2023. 256 funds tracked by Wall St. Rank hold RXO as of Q4 2023.

  • Foster Victor Wealth Advisors reported no remaining RXO position as of Q4 2023 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 92,844 RXO shares in Q4 2023, an estimated $1.76M.
  • Foster Victor Wealth Advisors first reported a position in RXO in Q4 2022 and held it in 4 quarters.
  • Foster Victor Wealth Advisors's RXO position peaked at $1.76M in Q3 2023.
  • 256 funds tracked by Wall St. Rank held RXO as of Q4 2023.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.