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Sage Private Wealth Group’s GXO Logistics GXO Stock Holding History

Sage Private Wealth Group’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
2021
Q4 		– Sell
-838
Closed -$66K – 174
2021
Q3 		$66K Buy
+838
New +$65.7K 0.09% 74

Other funds holding GXO

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Sage Private Wealth Group's GXO Position: Q4 2021 in Review

Sage Private Wealth Group sold out of GXO Logistics (GXO) in Q4 2021, closing a stake of 838 shares — an estimated $66K sold.

Sage Private Wealth Group first reported a position in GXO in Q3 2021 and held it in 1 quarter. The position peaked at $66K in Q3 2021. 518 funds tracked by Wall St. Rank hold GXO as of Q4 2021.

  • Sage Private Wealth Group reported no remaining GXO Logistics position as of Q4 2021 after selling out during the quarter.
  • Sage Private Wealth Group sold 838 GXO Logistics shares in Q4 2021, an estimated $66K.
  • Sage Private Wealth Group first reported a position in GXO Logistics in Q3 2021 and held it in 1 quarter.
  • Sage Private Wealth Group's GXO Logistics position peaked at $66K in Q3 2021.
  • 518 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2021.

Based on Sage Private Wealth Group's 13F filing for Q4 2021, filed 24 Jan 2022.