IAA
RXO icon

Independent Advisor Alliance’s RXO RXO Stock Holding History

Independent Advisor Alliance’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
Q2 		– Sell
-43,478
Closed -$951K – 740
2024
Q1 		$951K Buy
43,478
+13,902
+47% +$298K 0.03% 330
2023
Q4 		$688K Buy
29,576
+6,101
+26% +$123K 0.02% 370
2023
Q3 		$463K Buy
23,475
+12,695
+118% +$250K 0.02% 427
2023
Q2 		$244K Sell
10,780
-279
-3% -$5.62K 0.01% 575
2023
Q1 		$217K Sell
11,059
-1,547
-12% -$29.7K 0.01% 596
2022
Q4 		$217 Buy
+12,606
New +$224K ﹤0.01% 380

Other funds holding RXO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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 $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return