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Prospera Financial Services’s GXO Logistics GXO Stock Holding History

Prospera Financial Services’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
-202
Closed -$9K – 1151
2022
Q2 		$9K Sell
202
-234
-54% -$13K ﹤0.01% 1363
2022
Q1 		$31K Buy
+436
New +$34.8K ﹤0.01% 1563

Other funds holding GXO

OAG
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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 $150B AUM 40.08% 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 $3.38T AUM 44.17% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Prospera Financial Services's GXO Position: Q3 2022 in Review

Prospera Financial Services sold out of GXO Logistics (GXO) in Q3 2022, closing a stake of 202 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in GXO in Q1 2022 and held it in 2 quarters. The position peaked at $31K in Q1 2022. 408 funds tracked by Wall St. Rank hold GXO as of Q3 2022.

  • Prospera Financial Services reported no remaining GXO Logistics position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 202 GXO Logistics shares in Q3 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in GXO Logistics in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's GXO Logistics position peaked at $31K in Q1 2022.
  • 408 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.