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Glassman Wealth Services’s GXO Logistics GXO Stock Holding History

Glassman Wealth Services’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
-57
Closed -$3.49K – 871
2023
Q4 		$3.49K Hold
57
– – ﹤0.01% 1176
2023
Q3 		$3.34K Hold
57
– – ﹤0.01% 1183
2023
Q2 		$3.58K Hold
57
– – ﹤0.01% 1087
2023
Q1 		$2.88K Buy
57
+3
+6% +$149 ﹤0.01% 1149
2022
Q4 		$2.31K Buy
54
+50
+1,250% +$2K ﹤0.01% 1225
2022
Q3 		$0 Sell
4
-13
-76% -$574 ﹤0.01% 1791
2022
Q2 		$1K Buy
+17
New +$941 ﹤0.01% 1425
2022
Q1 		– Sell
-75
Closed -$7K – 1757
2021
Q4 		$7K Buy
75
+72
+2,400% +$6.47K ﹤0.01% 895
2021
Q3 		$0 Buy
+3
New +$235 ﹤0.01% 1683

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

Glassman Wealth Services's GXO Position: Q1 2024 in Review

Glassman Wealth Services sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 57 shares — an estimated $3.49K sold.

Glassman Wealth Services first reported a position in GXO in Q3 2021 and held it in 9 quarters. The position peaked at $7K in Q4 2021. 483 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Glassman Wealth Services reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 57 GXO Logistics shares in Q1 2024, an estimated $3.49K.
  • Glassman Wealth Services first reported a position in GXO Logistics in Q3 2021 and held it in 9 quarters.
  • Glassman Wealth Services's GXO Logistics position peaked at $7K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.