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Harvest Group Wealth Management’s GXO Logistics GXO Stock Holding History

Harvest Group Wealth Management’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
2022
Q4 		– Sell
-6
Closed – – 195
2022
Q3 		$0 Sell
6
-13
-68% -$574 ﹤0.01% 182
2022
Q2 		$1K Buy
19
+5
+36% +$277 ﹤0.01% 154
2022
Q1 		$1K Hold
14
– – ﹤0.01% 117
2021
Q4 		$1K Buy
+14
New +$1.26K ﹤0.01% 94

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's GXO Position: Q4 2022 in Review

Harvest Group Wealth Management sold out of GXO Logistics (GXO) in Q4 2022, closing a stake of 6 shares.

Harvest Group Wealth Management first reported a position in GXO in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 429 funds tracked by Wall St. Rank hold GXO as of Q4 2022.

  • Harvest Group Wealth Management reported no remaining GXO Logistics position as of Q4 2022 after selling out during the quarter.
  • Harvest Group Wealth Management sold 6 GXO Logistics shares in Q4 2022.
  • Harvest Group Wealth Management first reported a position in GXO Logistics in Q4 2021 and held it in 4 quarters.
  • Harvest Group Wealth Management's GXO Logistics position peaked at $1K in Q2 2022.
  • 429 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2022.

Based on Harvest Group Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.