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Kestra Private Wealth Services’s GXO Logistics GXO Stock Holding History

Kestra Private Wealth Services’s Portfolio GXO Stock Details GXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,600
Closed -$281K – 1333
2023
Q4 		$281K Buy
4,600
+596
+15% +$33.4K 0.01% 977
2023
Q3 		$235K Buy
4,004
+200
+5% +$12.5K 0.01% 974
2023
Q2 		$239K Sell
3,804
-200
-5% -$11.2K 0.01% 899
2023
Q1 		$202K Buy
+4,004
New +$199K 0.01% 931
2022
Q2 		– Sell
-3,460
Closed -$247K – 961
2022
Q1 		$247K Buy
+3,460
New +$276K 0.01% 812

Other funds holding GXO

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kestra Private Wealth Services's GXO Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 4,600 shares — an estimated $281K sold.

Kestra Private Wealth Services first reported a position in GXO in Q1 2022 and held it in 5 quarters. The position peaked at $281K in Q4 2023. 483 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4,600 GXO Logistics shares in Q1 2024, an estimated $281K.
  • Kestra Private Wealth Services first reported a position in GXO Logistics in Q1 2022 and held it in 5 quarters.
  • Kestra Private Wealth Services's GXO Logistics position peaked at $281K in Q4 2023.
  • 483 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.