MWM
GXO icon

Mascoma Wealth Management’s GXO Logistics GXO Stock Holding History

Mascoma Wealth Management’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
2023
Q2 		– Sell
-70
Closed -$3.72K – 529
2023
Q1 		$3.72K Hold
70
– – ﹤0.01% 506
2022
Q4 		$2.99K Hold
70
– – ﹤0.01% 543
2022
Q3 		$2K Hold
70
– – ﹤0.01% 557
2022
Q2 		$3K Hold
70
– – ﹤0.01% 545
2022
Q1 		$5K Hold
70
– – ﹤0.01% 510
2021
Q4 		$6K Buy
+70
New +$6.29K ﹤0.01% 443

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
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mascoma Wealth Management's GXO Position: Q2 2023 in Review

Mascoma Wealth Management sold out of GXO Logistics (GXO) in Q2 2023, closing a stake of 70 shares — an estimated $3.72K sold.

Mascoma Wealth Management first reported a position in GXO in Q4 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 463 funds tracked by Wall St. Rank hold GXO as of Q2 2023.

  • Mascoma Wealth Management reported no remaining GXO Logistics position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 70 GXO Logistics shares in Q2 2023, an estimated $3.72K.
  • Mascoma Wealth Management first reported a position in GXO Logistics in Q4 2021 and held it in 6 quarters.
  • Mascoma Wealth Management's GXO Logistics position peaked at $6K in Q4 2021.
  • 463 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.