LPL Financial’s Xos XOS Stock Holding History

LPL Financial’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 Q4	–	Sell	-793	Closed	-$8.18K	–	4915
2023 Q3	$8.18K	Buy	+793	New	+$8.36K	﹤0.01%	4654

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

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

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

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

TRCT

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

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

LPL Financial's XOS Position: Q4 2023 in Review

LPL Financial sold out of Xos (XOS) in Q4 2023, closing a stake of 793 shares — an estimated $8.18K sold.

LPL Financial first reported a position in XOS in Q3 2023 and held it in 1 quarter. The position peaked at $8.18K in Q3 2023. 15 funds tracked by Wall St. Rank hold XOS as of Q4 2023.

LPL Financial reported no remaining Xos position as of Q4 2023 after selling out during the quarter.
LPL Financial sold 793 Xos shares in Q4 2023, an estimated $8.18K.
LPL Financial first reported a position in Xos in Q3 2023 and held it in 1 quarter.
LPL Financial's Xos position peaked at $8.18K in Q3 2023.
15 funds tracked by Wall St. Rank held Xos as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.