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IAM Advisory’s GXO Logistics GXO Stock Holding History

IAM Advisory’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
-10,177
Closed -$622K – 106
2023
Q4 		$622K Sell
10,177
-512
-5% -$28.7K 0.2% 64
2023
Q3 		$627K Sell
10,689
-52
-0.5% -$3.25K 0.22% 58
2023
Q2 		$675K Sell
10,741
-136
-1% -$7.63K 0.23% 55
2023
Q1 		$549K Sell
10,877
-409
-4% -$20.4K 0.19% 64
2022
Q4 		$482K Buy
11,286
+905
+9% +$36.3K 0.18% 64
2022
Q3 		$364K Buy
10,381
+282
+3% +$12.5K 0.15% 62
2022
Q2 		$437K Sell
10,099
-246
-2% -$13.6K 0.18% 60
2022
Q1 		$738K Buy
+10,345
New +$826K 0.3% 52

Other funds holding GXO

Orbis Allan Gray
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
Perpetual Ltd
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

IAM Advisory's GXO Position: Q1 2024 in Review

IAM Advisory sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 10,177 shares — an estimated $622K sold.

IAM Advisory first reported a position in GXO in Q1 2022 and held it in 8 quarters. The position peaked at $738K in Q1 2022. 483 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • IAM Advisory reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • IAM Advisory sold 10,177 GXO Logistics shares in Q1 2024, an estimated $622K.
  • IAM Advisory first reported a position in GXO Logistics in Q1 2022 and held it in 8 quarters.
  • IAM Advisory's GXO Logistics position peaked at $738K in Q1 2022.
  • 483 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on IAM Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.