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Prevail Innovative Wealth Advisors’s GXO Logistics GXO Stock Holding History

Prevail Innovative Wealth Advisors’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
2024
Q3 		– Sell
-59,282
Closed -$2.99M – 182
2024
Q2 		$2.99M Buy
+59,282
New +$2.99M 1.06% 27

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 $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prevail Innovative Wealth Advisors's GXO Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of GXO Logistics (GXO) in Q3 2024, closing a stake of 59,282 shares — an estimated $2.99M sold.

Prevail Innovative Wealth Advisors first reported a position in GXO in Q2 2024 and held it in 1 quarter. The position peaked at $2.99M in Q2 2024. 459 funds tracked by Wall St. Rank hold GXO as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining GXO Logistics position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 59,282 GXO Logistics shares in Q3 2024, an estimated $2.99M.
  • Prevail Innovative Wealth Advisors first reported a position in GXO Logistics in Q2 2024 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's GXO Logistics position peaked at $2.99M in Q2 2024.
  • 459 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.