Tradition Wealth Management’s GXO Logistics GXO Stock Holding History

Tradition 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 Q1	–	Sell	-528	Closed	-$32K	–	724
2023 Q4	$32K	Sell	528 -17	-3%	-$952	﹤0.01%	728
2023 Q3	$32K	Hold	545	–	–	﹤0.01%	712
2023 Q2	$34K	Hold	545	–	–	﹤0.01%	735
2023 Q1	$28K	Buy	545 +28	+5%	+$1.39K	﹤0.01%	756
2022 Q4	$22K	Hold	517	–	–	﹤0.01%	731
2022 Q3	$18K	Hold	517	–	–	﹤0.01%	785
2022 Q2	$22K	Hold	517	–	–	﹤0.01%	629
2022 Q1	$37K	Hold	517	–	–	﹤0.01%	581
2021 Q4	$47K	Hold	517	–	–	0.01%	539
2021 Q3	$41K	Buy	+517	New	+$40.5K	0.01%	551

Other funds holding GXO

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

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Neuberger Berman Group

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

ClearBridge Investments

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

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

American Century Companies

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

Fidelity Investments

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