Legend Financial Advisors’s Xos XOS Stock Holding History

Legend Financial Advisors’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
2025 Q1	–	Sell	-5	Closed	-$16	–	263
2024 Q4	$16	Buy	+5	New	+$21	﹤0.01%	267
2024 Q3	–	Sell	-5	Closed	-$35	–	288
2024 Q2	$35	Buy	+5	New	+$39	﹤0.01%	287

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFG

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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Legend Financial Advisors's XOS Position: Q1 2025 in Review

Legend Financial Advisors sold out of Xos (XOS) in Q1 2025, closing a stake of 5 shares — an estimated $16 sold.

Legend Financial Advisors first reported a position in XOS in Q2 2024 and held it in 2 quarters. The position peaked at $35 in Q2 2024. 25 funds tracked by Wall St. Rank hold XOS as of Q1 2025.

Legend Financial Advisors reported no remaining Xos position as of Q1 2025 after selling out during the quarter.
Legend Financial Advisors sold 5 Xos shares in Q1 2025, an estimated $16.
Legend Financial Advisors first reported a position in Xos in Q2 2024 and held it in 2 quarters.
Legend Financial Advisors's Xos position peaked at $35 in Q2 2024.
25 funds tracked by Wall St. Rank held Xos as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.