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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

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

TrinityPoint Wealth's GXO Position: Q2 2024 in Review

TrinityPoint Wealth sold out of GXO Logistics (GXO) in Q2 2024, closing a stake of 3,779 shares — an estimated $203K sold.

TrinityPoint Wealth first reported a position in GXO in Q3 2021 and held it in 11 quarters. The position peaked at $1.34M in Q4 2021. 443 funds tracked by Wall St. Rank hold GXO as of Q2 2024.

  • TrinityPoint Wealth reported no remaining GXO Logistics position as of Q2 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 3,779 GXO Logistics shares in Q2 2024, an estimated $203K.
  • TrinityPoint Wealth first reported a position in GXO Logistics in Q3 2021 and held it in 11 quarters.
  • TrinityPoint Wealth's GXO Logistics position peaked at $1.34M in Q4 2021.
  • 443 funds tracked by Wall St. Rank held GXO Logistics as of Q2 2024.

Based on TrinityPoint Wealth's 13F filing for Q2 2024, filed 30 Jul 2024.