JFS Wealth Advisors’s RXO RXO Stock Holding History

JFS Wealth Advisors’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
2026 Q2	$690	Buy	+25	New	+$552	﹤0.01%	1897
2025 Q2	–	Sell	-84	Closed	-$1.6K	–	1952
2025 Q1	$1.6K	Sell	84 -7	-8%	-$153	﹤0.01%	1537
2024 Q4	$2.17K	Hold	91	–	–	﹤0.01%	1445
2024 Q3	$2.55K	Buy	91 +2	+2%	+$56	﹤0.01%	1385
2024 Q2	$2.33K	Sell	89 -1	-1%	-$21	﹤0.01%	1378
2024 Q1	$1.97K	Hold	90	–	–	﹤0.01%	1449
2023 Q4	$2.09K	Sell	90 -131	-59%	-$2.64K	﹤0.01%	1411
2023 Q3	$4.36K	Buy	221 +132	+148%	+$2.6K	﹤0.01%	1046
2023 Q2	$2.02K	Hold	89	–	–	﹤0.01%	1384
2023 Q1	$1.75K	Buy	89 +23	+35%	+$441	﹤0.01%	1415
2022 Q4	$1.14K	Buy	+66	New	+$1.17K	﹤0.01%	1567

Other funds holding RXO

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return