MBM Wealth Consultants’s RXO RXO Stock Holding History

MBM Wealth Consultants’s Portfolio RXO Stock Details RXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-40	Closed	-$1K	–	231
2023 Q1	$1K	Hold	40	–	–	﹤0.01%	268
2022 Q4	$1K	Buy	+40	New	+$710	﹤0.01%	334

Other funds holding RXO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MBM Wealth Consultants's RXO Position: Q2 2023 in Review

MBM Wealth Consultants sold out of RXO (RXO) in Q2 2023, closing a stake of 40 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in RXO in Q4 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 276 funds tracked by Wall St. Rank hold RXO as of Q2 2023.

MBM Wealth Consultants reported no remaining RXO position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 40 RXO shares in Q2 2023, an estimated $1K.
MBM Wealth Consultants first reported a position in RXO in Q4 2022 and held it in 2 quarters.
MBM Wealth Consultants's RXO position peaked at $1K in Q1 2023.
276 funds tracked by Wall St. Rank held RXO as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.