Wedbush Securities’s Xos XOS Stock Holding History

Wedbush Securities’s Portfolio XOS Stock Details XOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,260	Closed	-$13K	–	1123
2023 Q3	$13K	Hold	1,260	–	–	﹤0.01%	1052
2023 Q2	$8K	Hold	1,260	–	–	﹤0.01%	1061
2023 Q1	$20K	Buy	+1,260	New	+$29.6K	﹤0.01%	1061

Other funds holding XOS

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Wedbush Securities's XOS Position: Q4 2023 in Review

Wedbush Securities sold out of Xos (XOS) in Q4 2023, closing a stake of 1,260 shares — an estimated $13K sold.

Wedbush Securities first reported a position in XOS in Q1 2023 and held it in 3 quarters. The position peaked at $20K in Q1 2023. 15 funds tracked by Wall St. Rank hold XOS as of Q4 2023.

Wedbush Securities reported no remaining Xos position as of Q4 2023 after selling out during the quarter.
Wedbush Securities sold 1,260 Xos shares in Q4 2023, an estimated $13K.
Wedbush Securities first reported a position in Xos in Q1 2023 and held it in 3 quarters.
Wedbush Securities's Xos position peaked at $20K in Q1 2023.
15 funds tracked by Wall St. Rank held Xos as of Q4 2023.

Based on Wedbush Securities's 13F filing for Q4 2023, filed 12 Feb 2024.