WealthPLAN Partners’s GXO Logistics GXO Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-70	Closed	-$4.4K	–	642
2023 Q2	$4.4K	Hold	70	–	–	﹤0.01%	935
2023 Q1	$3.53K	Buy	+70	New	+$3.48K	﹤0.01%	1044

Other funds holding GXO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's GXO Position: Q3 2023 in Review

WealthPLAN Partners sold out of GXO Logistics (GXO) in Q3 2023, closing a stake of 70 shares — an estimated $4.4K sold.

WealthPLAN Partners first reported a position in GXO in Q1 2023 and held it in 2 quarters. The position peaked at $4.4K in Q2 2023. 456 funds tracked by Wall St. Rank hold GXO as of Q3 2023.

WealthPLAN Partners reported no remaining GXO Logistics position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 70 GXO Logistics shares in Q3 2023, an estimated $4.4K.
WealthPLAN Partners first reported a position in GXO Logistics in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's GXO Logistics position peaked at $4.4K in Q2 2023.
456 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.