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Kingswood Wealth Advisors’s GXO Logistics GXO Stock Holding History

Kingswood Wealth Advisors’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
-3,311
Closed -$203K – 650
2023
Q4 		$203K Sell
3,311
-1,355
-29% -$75.9K 0.02% 578
2023
Q3 		$274K Sell
4,666
-902
-16% -$56.4K 0.05% 338
2023
Q2 		$350K Buy
+5,568
New +$312K 0.11% 176

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingswood Wealth Advisors's GXO Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 3,311 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in GXO in Q2 2023 and held it in 3 quarters. The position peaked at $350K in Q2 2023. 480 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,311 GXO Logistics shares in Q1 2024, an estimated $203K.
  • Kingswood Wealth Advisors first reported a position in GXO Logistics in Q2 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's GXO Logistics position peaked at $350K in Q2 2023.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.