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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 $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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return