TrinityPoint Wealth’s GXO Logistics GXO Stock Holding History

TrinityPoint Wealth’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	-3,779	Closed	-$203K	–	320
2024 Q1	$203K	Sell	3,779 -3,100	-45%	-$168K	0.03%	298
2023 Q4	$421K	Buy	6,879 +100	+1%	+$5.6K	0.08%	207
2023 Q3	$398K	Sell	6,779 -200	-3%	-$12.5K	0.08%	205
2023 Q2	$438K	Buy	6,979 +1,650	+31%	+$92.6K	0.09%	188
2023 Q1	$269K	Sell	5,329 -4,225	-44%	-$210K	0.06%	224
2022 Q4	$408K	Buy	9,554 +1,665	+21%	+$66.8K	0.09%	186
2022 Q3	$277K	Buy	7,889 +381	+5%	+$16.8K	0.06%	217
2022 Q2	$325K	Sell	7,508 -8,051	-52%	-$446K	0.07%	201
2022 Q1	$1.11M	Buy	15,559 +800	+5%	+$63.9K	0.2%	106
2021 Q4	$1.34M	Buy	14,759 +3,015	+26%	+$271K	0.24%	90
2021 Q3	$921K	Buy	+11,744	New	+$921K	0.18%	117

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

Neuberger Berman Group

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

Perpetual Ltd Sydney, New South Wales, Australia $6.52B AUM 28.85% 1-Year Est. Return

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 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

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return