TCI Wealth Advisors’s GXO Logistics GXO Stock Holding History

TCI 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
2023 Q2	–	Sell	-1,082	Closed	-$54.6K	–	1046
2023 Q1	$54.6K	Buy	1,082 +95	+10%	+$4.73K	0.01%	409
2022 Q4	$42.1K	Buy	987 +6	+0.6%	+$241	0.01%	454
2022 Q3	$34K	Buy	981 +3	+0.3%	+$133	0.01%	477
2022 Q2	$42K	Hold	978	–	–	0.01%	419
2022 Q1	$70K	Sell	978 -81	-8%	-$6.47K	0.01%	324
2021 Q4	$96K	Buy	1,059 +8	+0.8%	+$719	0.01%	274
2021 Q3	$82K	Buy	+1,051	New	+$82.4K	0.01%	321

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCI Wealth Advisors's GXO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of GXO Logistics (GXO) in Q2 2023, closing a stake of 1,082 shares — an estimated $54.6K sold.

TCI Wealth Advisors first reported a position in GXO in Q3 2021 and held it in 7 quarters. The position peaked at $96K in Q4 2021. 463 funds tracked by Wall St. Rank hold GXO as of Q2 2023.

TCI Wealth Advisors reported no remaining GXO Logistics position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,082 GXO Logistics shares in Q2 2023, an estimated $54.6K.
TCI Wealth Advisors first reported a position in GXO Logistics in Q3 2021 and held it in 7 quarters.
TCI Wealth Advisors's GXO Logistics position peaked at $96K in Q4 2021.
463 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.