WR Wealth Planners’s Xos XOS Stock Holding History

WR Wealth Planners’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
2024 Q4	–	Sell	-14	Closed	-$64	–	1194
2024 Q3	$64	Sell	14 -1	-7%	-$6	﹤0.01%	1117
2024 Q2	$104	Hold	15	–	–	﹤0.01%	1116
2024 Q1	$154	Buy	+15	New	+$141	﹤0.01%	1137

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

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

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

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

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 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

WR Wealth Planners's XOS Position: Q4 2024 in Review

WR Wealth Planners sold out of Xos (XOS) in Q4 2024, closing a stake of 14 shares — an estimated $64 sold.

WR Wealth Planners first reported a position in XOS in Q1 2024 and held it in 3 quarters. The position peaked at $154 in Q1 2024. 29 funds tracked by Wall St. Rank hold XOS as of Q4 2024.

WR Wealth Planners reported no remaining Xos position as of Q4 2024 after selling out during the quarter.
WR Wealth Planners sold 14 Xos shares in Q4 2024, an estimated $64.
WR Wealth Planners first reported a position in Xos in Q1 2024 and held it in 3 quarters.
WR Wealth Planners's Xos position peaked at $154 in Q1 2024.
29 funds tracked by Wall St. Rank held Xos as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.