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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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Tradition Wealth Management's GXO Position: Q1 2024 in Review

Tradition Wealth Management sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 528 shares — an estimated $32K sold.

Tradition Wealth Management first reported a position in GXO in Q3 2021 and held it in 10 quarters. The position peaked at $47K in Q4 2021. 482 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Tradition Wealth Management reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 528 GXO Logistics shares in Q1 2024, an estimated $32K.
  • Tradition Wealth Management first reported a position in GXO Logistics in Q3 2021 and held it in 10 quarters.
  • Tradition Wealth Management's GXO Logistics position peaked at $47K in Q4 2021.
  • 482 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.