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Wipfli Financial Advisors’s GXO Logistics GXO Stock Holding History

Wipfli Financial 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
2022
Q3 		$30K Buy
+867
New +$38.3K ﹤0.01% 1373

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
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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

Wipfli Financial Advisors's GXO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in GXO Logistics (GXO) in Q3 2022: 867 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings.

406 funds tracked by Wall St. Rank hold GXO as of Q3 2022.

  • Wipfli Financial Advisors held 867 shares of GXO Logistics worth $30K as of Q3 2022.
  • GXO Logistics was a new Wipfli Financial Advisors position in Q3 2022.
  • GXO Logistics made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1373 holding.
  • 406 funds tracked by Wall St. Rank held GXO Logistics as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.