TWM
RXO icon

Tradition Wealth Management’s RXO RXO Stock Holding History

Tradition Wealth Management’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$12K – 1019
2023
Q4 		$12K Sell
500
-17
-3% -$342 ﹤0.01% 966
2023
Q3 		$10K Hold
517
– – ﹤0.01% 1016
2023
Q2 		$12K Hold
517
– – ﹤0.01% 1008
2023
Q1 		$10K Hold
517
– – ﹤0.01% 1008
2022
Q4 		$9K Buy
+517
New +$9.17K ﹤0.01% 937

Other funds holding RXO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Tradition Wealth Management sold out of RXO (RXO) in Q1 2024, closing a stake of 500 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in RXO in Q4 2022 and held it in 5 quarters. The position peaked at $12K in Q4 2023. 241 funds tracked by Wall St. Rank hold RXO as of Q1 2024.

  • Tradition Wealth Management reported no remaining RXO position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 500 RXO shares in Q1 2024, an estimated $12K.
  • Tradition Wealth Management first reported a position in RXO in Q4 2022 and held it in 5 quarters.
  • Tradition Wealth Management's RXO position peaked at $12K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held RXO as of Q1 2024.

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