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Patriot Financial Group Insurance Agency’s GXO Logistics GXO Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-71
Closed -$3K – 1033
2022
Q2 		$3K Sell
71
-9
-11% -$498 ﹤0.01% 1636
2022
Q1 		$6K Buy
80
+19
+31% +$1.52K ﹤0.01% 1546
2021
Q4 		$6K Buy
61
+17
+39% +$1.53K ﹤0.01% 1651
2021
Q3 		$3K Buy
+44
New +$3.45K ﹤0.01% 1844

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GXO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of GXO Logistics (GXO) in Q3 2022, closing a stake of 71 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in GXO in Q3 2021 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 407 funds tracked by Wall St. Rank hold GXO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining GXO Logistics position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 71 GXO Logistics shares in Q3 2022, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in GXO Logistics in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's GXO Logistics position peaked at $6K in Q1 2022.
  • 407 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.