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Vahanian & Associates Financial Planning’s GXO Logistics GXO Stock Holding History

Vahanian & Associates Financial Planning’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
2022
Q1 		– Sell
-2,872
Closed -$261K – 99
2021
Q4 		$261K Buy
+2,872
New +$258K 0.21% 130

Other funds holding GXO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Vahanian & Associates Financial Planning's GXO Position: Q1 2022 in Review

Vahanian & Associates Financial Planning sold out of GXO Logistics (GXO) in Q1 2022, closing a stake of 2,872 shares — an estimated $261K sold.

Vahanian & Associates Financial Planning first reported a position in GXO in Q4 2021 and held it in 1 quarter. The position peaked at $261K in Q4 2021. 468 funds tracked by Wall St. Rank hold GXO as of Q1 2022.

  • Vahanian & Associates Financial Planning reported no remaining GXO Logistics position as of Q1 2022 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 2,872 GXO Logistics shares in Q1 2022, an estimated $261K.
  • Vahanian & Associates Financial Planning first reported a position in GXO Logistics in Q4 2021 and held it in 1 quarter.
  • Vahanian & Associates Financial Planning's GXO Logistics position peaked at $261K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2022.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2022, filed 27 Apr 2022.