WLPWM
GXO icon

Walled Lake Planning & Wealth Management’s GXO Logistics GXO Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-38
Closed -$3K – 189
2021
Q3 		$3K Buy
+38
New +$2.98K ﹤0.01% 300

Other funds holding GXO

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Walled Lake Planning & Wealth Management's GXO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of GXO Logistics (GXO) in Q4 2021, closing a stake of 38 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in GXO in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 518 funds tracked by Wall St. Rank hold GXO as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining GXO Logistics position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 38 GXO Logistics shares in Q4 2021, an estimated $3K.
  • Walled Lake Planning & Wealth Management first reported a position in GXO Logistics in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's GXO Logistics position peaked at $3K in Q3 2021.
  • 518 funds tracked by Wall St. Rank held GXO Logistics as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.