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NWAM LLC’s Xos XOS Stock Holding History

NWAM LLC’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
2022
Q1 		– Sell
-1,500
Closed -$142K – 576
2021
Q4 		$142K Buy
1,500
+833
+125% +$103K 0.01% 496
2021
Q3 		$93K Buy
+667
New +$169K 0.01% 485

Other funds holding XOS

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.47B AUM 13.36% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

NWAM LLC's XOS Position: Q1 2022 in Review

NWAM LLC sold out of Xos (XOS) in Q1 2022, closing a stake of 1,500 shares — an estimated $142K sold.

NWAM LLC first reported a position in XOS in Q3 2021 and held it in 2 quarters. The position peaked at $142K in Q4 2021. 54 funds tracked by Wall St. Rank hold XOS as of Q1 2022.

  • NWAM LLC reported no remaining Xos position as of Q1 2022 after selling out during the quarter.
  • NWAM LLC sold 1,500 Xos shares in Q1 2022, an estimated $142K.
  • NWAM LLC first reported a position in Xos in Q3 2021 and held it in 2 quarters.
  • NWAM LLC's Xos position peaked at $142K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Xos as of Q1 2022.

Based on NWAM LLC's 13F filing for Q1 2022, filed 12 May 2022.