MWC
GXO icon

MBM Wealth Consultants’s GXO Logistics GXO Stock Holding History

MBM Wealth Consultants’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
Q1 		– Sell
-79
Closed -$3K – 306
2022
Q4 		$3K Sell
79
-606
-88% -$24.3K ﹤0.01% 293
2022
Q3 		$25K Sell
685
-42
-6% -$1.85K 0.01% 182
2022
Q2 		$31K Hold
727
– – 0.02% 178
2022
Q1 		$52K Sell
727
-173
-19% -$13.8K 0.02% 178
2021
Q4 		$82K Sell
900
-2,653
-75% -$238K 0.03% 131
2021
Q3 		$279K Buy
+3,553
New +$279K 0.13% 83

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 $7B AUM 19.75% 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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MBM Wealth Consultants's GXO Position: Q1 2023 in Review

MBM Wealth Consultants sold out of GXO Logistics (GXO) in Q1 2023, closing a stake of 79 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in GXO in Q3 2021 and held it in 6 quarters. The position peaked at $279K in Q3 2021. 448 funds tracked by Wall St. Rank hold GXO as of Q1 2023.

  • MBM Wealth Consultants reported no remaining GXO Logistics position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 79 GXO Logistics shares in Q1 2023, an estimated $3K.
  • MBM Wealth Consultants first reported a position in GXO Logistics in Q3 2021 and held it in 6 quarters.
  • MBM Wealth Consultants's GXO Logistics position peaked at $279K in Q3 2021.
  • 448 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.