GI
RXO icon

Gradient Investments’s RXO RXO Stock Holding History

Gradient Investments’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
-14
Closed -$326 – 1724
2023
Q4 		$326 Hold
14
– – ﹤0.01% 1656
2023
Q3 		$276 Hold
14
– – ﹤0.01% 1645
2023
Q2 		$317 Buy
14
+6
+75% +$121 ﹤0.01% 1592
2023
Q1 		$157 Hold
8
– – ﹤0.01% 1409
2022
Q4 		$138 Buy
+8
New +$142 ﹤0.01% 1417

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
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gradient Investments's RXO Position: Q1 2024 in Review

Gradient Investments sold out of RXO (RXO) in Q1 2024, closing a stake of 14 shares — an estimated $326 sold.

Gradient Investments first reported a position in RXO in Q4 2022 and held it in 5 quarters. The position peaked at $326 in Q4 2023. 241 funds tracked by Wall St. Rank hold RXO as of Q1 2024.

  • Gradient Investments reported no remaining RXO position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 14 RXO shares in Q1 2024, an estimated $326.
  • Gradient Investments first reported a position in RXO in Q4 2022 and held it in 5 quarters.
  • Gradient Investments's RXO position peaked at $326 in Q4 2023.
  • 241 funds tracked by Wall St. Rank held RXO as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.