Kestra Advisory Services’s Xos XOS Stock Holding History

Kestra Advisory Services’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 Q3	–	Sell	-670	Closed	-$4.38K	–	2246
2023 Q2	$4.38K	Buy	670 +337	+101%	+$4.53K	﹤0.01%	2097
2023 Q1	$5.25K	Buy	+333	New	+$7.83K	﹤0.01%	2040

Other funds holding XOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CWM

Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Kestra Advisory Services's XOS Position: Q3 2023 in Review

Kestra Advisory Services sold out of Xos (XOS) in Q3 2023, closing a stake of 670 shares — an estimated $4.38K sold.

Kestra Advisory Services first reported a position in XOS in Q1 2023 and held it in 2 quarters. The position peaked at $5.25K in Q1 2023. 40 funds tracked by Wall St. Rank hold XOS as of Q3 2023.

Kestra Advisory Services reported no remaining Xos position as of Q3 2023 after selling out during the quarter.
Kestra Advisory Services sold 670 Xos shares in Q3 2023, an estimated $4.38K.
Kestra Advisory Services first reported a position in Xos in Q1 2023 and held it in 2 quarters.
Kestra Advisory Services's Xos position peaked at $5.25K in Q1 2023.
40 funds tracked by Wall St. Rank held Xos as of Q3 2023.

Based on Kestra Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.