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JP Morgan Private Wealth Advisors’s RXO RXO Stock Holding History

JP Morgan Private 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
2023
Q1 		– Sell
-13,041
Closed -$224K – 1992
2022
Q4 		$224K Buy
+13,041
New +$231K ﹤0.01% 1771

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

JP Morgan Private Wealth Advisors's RXO Position: Q1 2023 in Review

JP Morgan Private Wealth Advisors sold out of RXO (RXO) in Q1 2023, closing a stake of 13,041 shares — an estimated $224K sold.

JP Morgan Private Wealth Advisors first reported a position in RXO in Q4 2022 and held it in 1 quarter. The position peaked at $224K in Q4 2022. 281 funds tracked by Wall St. Rank hold RXO as of Q1 2023.

  • JP Morgan Private Wealth Advisors reported no remaining RXO position as of Q1 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,041 RXO shares in Q1 2023, an estimated $224K.
  • JP Morgan Private Wealth Advisors first reported a position in RXO in Q4 2022 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's RXO position peaked at $224K in Q4 2022.
  • 281 funds tracked by Wall St. Rank held RXO as of Q1 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2023, filed 12 May 2023.