AJ Wealth Strategies’s XPO XPO Stock Holding History

AJ Wealth Strategies’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
2021 Q3	–	Sell	-6,506	Closed	-$315K	–	299
2021 Q2	$315K	Hold	6,506	–	–	0.02%	222
2021 Q1	$277K	Hold	6,506	–	–	0.02%	219
2020 Q4	$268K	Buy	+6,506	New	+$236K	0.02%	200

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

AJ Wealth Strategies's XPO Position: Q3 2021 in Review

AJ Wealth Strategies sold out of XPO (XPO) in Q3 2021, closing a stake of 6,506 shares — an estimated $315K sold.

AJ Wealth Strategies first reported a position in XPO in Q4 2020 and held it in 3 quarters. The position peaked at $315K in Q2 2021. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

AJ Wealth Strategies reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
AJ Wealth Strategies sold 6,506 XPO shares in Q3 2021, an estimated $315K.
AJ Wealth Strategies first reported a position in XPO in Q4 2020 and held it in 3 quarters.
AJ Wealth Strategies's XPO position peaked at $315K in Q2 2021.
484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on AJ Wealth Strategies's 13F filing for Q3 2021, filed 20 Oct 2021.