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Ameliora Wealth Management’s XPO XPO Stock Holding History

Ameliora 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
Q1 		– Sell
-800
Closed -$26.6K – 265
2022
Q4 		$26.6K Sell
800
-546
-41% -$18.4K 0.01% 175
2022
Q3 		$39K Buy
+1,346
New +$41.9K 0.02% 153

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Ameliora Wealth Management's XPO Position: Q1 2023 in Review

Ameliora Wealth Management sold out of XPO (XPO) in Q1 2023, closing a stake of 800 shares — an estimated $26.6K sold.

Ameliora Wealth Management first reported a position in XPO in Q3 2022 and held it in 2 quarters. The position peaked at $39K in Q3 2022. 384 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • Ameliora Wealth Management reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 800 XPO shares in Q1 2023, an estimated $26.6K.
  • Ameliora Wealth Management first reported a position in XPO in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's XPO position peaked at $39K in Q3 2022.
  • 384 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.