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Straight Path Wealth Management’s GXO Logistics GXO Stock Holding History

Straight Path Wealth Management’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
Q2 		– Sell
-9,082
Closed -$488K – 97
2024
Q1 		$488K Hold
9,082
– – 0.27% 44
2023
Q4 		$555K Hold
9,082
– – 0.33% 40
2023
Q3 		$533K Hold
9,082
– – 0.36% 36
2023
Q2 		$571K Sell
9,082
-86
-0.9% -$4.83K 0.39% 37
2023
Q1 		$463K Hold
9,168
– – 0.37% 36
2022
Q4 		$391K Hold
9,168
– – 0.38% 40
2022
Q3 		$321K Buy
+9,168
New +$405K 0.29% 54

Other funds holding GXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Straight Path Wealth Management's GXO Position: Q2 2024 in Review

Straight Path Wealth Management sold out of GXO Logistics (GXO) in Q2 2024, closing a stake of 9,082 shares — an estimated $488K sold.

Straight Path Wealth Management first reported a position in GXO in Q3 2022 and held it in 7 quarters. The position peaked at $571K in Q2 2023. 443 funds tracked by Wall St. Rank hold GXO as of Q2 2024.

  • Straight Path Wealth Management reported no remaining GXO Logistics position as of Q2 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 9,082 GXO Logistics shares in Q2 2024, an estimated $488K.
  • Straight Path Wealth Management first reported a position in GXO Logistics in Q3 2022 and held it in 7 quarters.
  • Straight Path Wealth Management's GXO Logistics position peaked at $571K in Q2 2023.
  • 443 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2024.

Based on Straight Path Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.