IAA
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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 $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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Advisor Alliance's RXO Position: Q2 2024 in Review

Independent Advisor Alliance sold out of RXO (RXO) in Q2 2024, closing a stake of 43,478 shares — an estimated $951K sold.

Independent Advisor Alliance first reported a position in RXO in Q4 2022 and held it in 6 quarters. The position peaked at $951K in Q1 2024. 243 funds tracked by Wall St. Rank hold RXO as of Q2 2024.

  • Independent Advisor Alliance reported no remaining RXO position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 43,478 RXO shares in Q2 2024, an estimated $951K.
  • Independent Advisor Alliance first reported a position in RXO in Q4 2022 and held it in 6 quarters.
  • Independent Advisor Alliance's RXO position peaked at $951K in Q1 2024.
  • 243 funds tracked by Wall St. Rank held RXO as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.