Harbour Investments’s Xos XOS Stock Holding History

Harbour Investments’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2	Closed	-$9	–	3586
2024 Q3	$9	Hold	2	–	–	﹤0.01%	3381
2024 Q2	$14	Hold	2	–	–	﹤0.01%	3266
2024 Q1	$21	Buy	+2	New	+$19	﹤0.01%	3195

Other funds holding XOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbour Investments's XOS Position: Q4 2024 in Review

Harbour Investments sold out of Xos (XOS) in Q4 2024, closing a stake of 2 shares — an estimated $9 sold.

Harbour Investments first reported a position in XOS in Q1 2024 and held it in 3 quarters. The position peaked at $21 in Q1 2024. 29 funds tracked by Wall St. Rank hold XOS as of Q4 2024.

Harbour Investments reported no remaining Xos position as of Q4 2024 after selling out during the quarter.
Harbour Investments sold 2 Xos shares in Q4 2024, an estimated $9.
Harbour Investments first reported a position in Xos in Q1 2024 and held it in 3 quarters.
Harbour Investments's Xos position peaked at $21 in Q1 2024.
29 funds tracked by Wall St. Rank held Xos as of Q4 2024.

Based on Harbour Investments's 13F filing for Q4 2024, filed 10 Feb 2025.