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Vanguard Capital Wealth Advisors’s GXO Logistics GXO Stock Holding History

Vanguard Capital Wealth Advisors’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
Q1 		– Sell
-4,700
Closed -$287K – 162
2023
Q4 		$287K Sell
4,700
-2,950
-39% -$165K 0.23% 92
2023
Q3 		$449K Buy
+7,650
New +$479K 0.42% 60
2023
Q2 		– Sell
-7,900
Closed -$399K – 144
2023
Q1 		$399K Buy
7,900
+3,100
+65% +$154K 0.4% 61
2022
Q4 		$205K Buy
+4,800
New +$193K 0.24% 100
2021
Q4 		– Sell
-7,700
Closed -$604 – 155
2021
Q3 		$604 Buy
+7,700
New +$604K 0.41% 62

Other funds holding GXO

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Wealth Advisors's GXO Position: Q1 2024 in Review

Vanguard Capital Wealth Advisors sold out of GXO Logistics (GXO) in Q1 2024, closing a stake of 4,700 shares — an estimated $287K sold.

Vanguard Capital Wealth Advisors first reported a position in GXO in Q3 2021 and held it in 5 quarters. The position peaked at $449K in Q3 2023. 480 funds tracked by Wall St. Rank hold GXO as of Q1 2024.

  • Vanguard Capital Wealth Advisors reported no remaining GXO Logistics position as of Q1 2024 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 4,700 GXO Logistics shares in Q1 2024, an estimated $287K.
  • Vanguard Capital Wealth Advisors first reported a position in GXO Logistics in Q3 2021 and held it in 5 quarters.
  • Vanguard Capital Wealth Advisors's GXO Logistics position peaked at $449K in Q3 2023.
  • 480 funds tracked by Wall St. Rank held GXO Logistics as of Q1 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.