SOA Wealth Advisors’s GXO Logistics GXO Stock Holding History

SOA 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
2022 Q4	–	Sell	-150	Closed	-$5K	–	994
2022 Q3	$5K	Sell	150 -50	-25%	-$2.21K	﹤0.01%	604
2022 Q2	$8K	Buy	+200	New	+$11.1K	﹤0.01%	523

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SOA Wealth Advisors's GXO Position: Q4 2022 in Review

SOA Wealth Advisors sold out of GXO Logistics (GXO) in Q4 2022, closing a stake of 150 shares — an estimated $5K sold.

SOA Wealth Advisors first reported a position in GXO in Q2 2022 and held it in 2 quarters. The position peaked at $8K in Q2 2022. 429 funds tracked by Wall St. Rank hold GXO as of Q4 2022.

SOA Wealth Advisors reported no remaining GXO Logistics position as of Q4 2022 after selling out during the quarter.
SOA Wealth Advisors sold 150 GXO Logistics shares in Q4 2022, an estimated $5K.
SOA Wealth Advisors first reported a position in GXO Logistics in Q2 2022 and held it in 2 quarters.
SOA Wealth Advisors's GXO Logistics position peaked at $8K in Q2 2022.
429 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.