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Integrated Wealth Concepts’s Xos XOS Stock Holding History

Integrated Wealth Concepts’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
2023
Q4 		– Sell
-1,167
Closed -$12K – 1674
2023
Q3 		$12K Buy
1,167
+500
+75% +$5.27K ﹤0.01% 1548
2023
Q2 		$4.35K Buy
+667
New +$8.97K ﹤0.01% 1555

Other funds holding XOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Integrated Wealth Concepts's XOS Position: Q4 2023 in Review

Integrated Wealth Concepts sold out of Xos (XOS) in Q4 2023, closing a stake of 1,167 shares — an estimated $12K sold.

Integrated Wealth Concepts first reported a position in XOS in Q2 2023 and held it in 2 quarters. The position peaked at $12K in Q3 2023. 15 funds tracked by Wall St. Rank hold XOS as of Q4 2023.

  • Integrated Wealth Concepts reported no remaining Xos position as of Q4 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,167 Xos shares in Q4 2023, an estimated $12K.
  • Integrated Wealth Concepts first reported a position in Xos in Q2 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's Xos position peaked at $12K in Q3 2023.
  • 15 funds tracked by Wall St. Rank held Xos as of Q4 2023.

Based on Integrated Wealth Concepts's 13F filing for Q4 2023, filed 13 Feb 2024.