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Mather Group’s Xos XOS Stock Holding History

Mather Group’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
2024
Q3 		– Sell
-4
Closed -$37 – 2231
2024
Q2 		$37 Buy
+4
New +$31 ﹤0.01% 2176

Other funds holding XOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group's XOS Position: Q3 2024 in Review

Mather Group sold out of Xos (XOS) in Q3 2024, closing a stake of 4 shares — an estimated $37 sold.

Mather Group first reported a position in XOS in Q2 2024 and held it in 1 quarter. The position peaked at $37 in Q2 2024. 30 funds tracked by Wall St. Rank hold XOS as of Q3 2024.

  • Mather Group reported no remaining Xos position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 4 Xos shares in Q3 2024, an estimated $37.
  • Mather Group first reported a position in Xos in Q2 2024 and held it in 1 quarter.
  • Mather Group's Xos position peaked at $37 in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Xos as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.