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United Capital Financial Advisors’s RXO RXO Stock Holding History

United Capital Financial Advisors’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
2023
Q4 		– Sell
-38,318
Closed -$756K – 1115
2023
Q3 		$756K Sell
38,318
-5,573
-13% -$110K 0.01% 563
2023
Q2 		$995K Sell
43,891
-23,681
-35% -$477K 0.01% 548
2023
Q1 		$1.33M Sell
67,572
-81,319
-55% -$1.56M 0.01% 520
2022
Q4 		$2.56M Buy
+148,891
New +$2.64M 0.01% 435

Other funds holding RXO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's RXO Position: Q4 2023 in Review

United Capital Financial Advisors sold out of RXO (RXO) in Q4 2023, closing a stake of 38,318 shares — an estimated $756K sold.

United Capital Financial Advisors first reported a position in RXO in Q4 2022 and held it in 4 quarters. The position peaked at $2.56M in Q4 2022. 255 funds tracked by Wall St. Rank hold RXO as of Q4 2023.

  • United Capital Financial Advisors reported no remaining RXO position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 38,318 RXO shares in Q4 2023, an estimated $756K.
  • United Capital Financial Advisors first reported a position in RXO in Q4 2022 and held it in 4 quarters.
  • United Capital Financial Advisors's RXO position peaked at $2.56M in Q4 2022.
  • 255 funds tracked by Wall St. Rank held RXO as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.