Accel Wealth Management’s XPO XPO Stock Holding History

Accel Wealth Management’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-807	Closed	-$25.7K	–	899
2023 Q1	$25.7K	Sell	807 -50	-6%	-$1.8K	0.01%	637
2022 Q4	$28.5K	Sell	857 -552	-39%	-$18.6K	0.01%	472
2022 Q3	$41K	Sell	1,409 -84	-6%	-$2.62K	0.02%	412
2022 Q2	$43K	Sell	1,493 -168	-10%	-$5.34K	0.02%	382
2022 Q1	$69K	Sell	1,661 -84	-5%	-$3.51K	0.04%	309
2021 Q4	$80K	Hold	1,745	–	–	0.04%	297
2021 Q3	$83K	Sell	1,745 -1,543	-47%	-$77.3K	0.05%	250
2021 Q2	$159K	Buy	3,288 +238	+8%	+$11.6K	0.11%	178
2021 Q1	$130K	Hold	3,050	–	–	0.11%	181
2020 Q4	$126K	Buy	+3,050	New	+$111K	0.12%	178

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Accel Wealth Management's XPO Position: Q2 2023 in Review

Accel Wealth Management sold out of XPO (XPO) in Q2 2023, closing a stake of 807 shares — an estimated $25.7K sold.

Accel Wealth Management first reported a position in XPO in Q4 2020 and held it in 10 quarters. The position peaked at $159K in Q2 2021. 415 funds tracked by Wall St. Rank hold XPO as of Q2 2023.

Accel Wealth Management reported no remaining XPO position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 807 XPO shares in Q2 2023, an estimated $25.7K.
Accel Wealth Management first reported a position in XPO in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's XPO position peaked at $159K in Q2 2021.
415 funds tracked by Wall St. Rank held XPO as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.