Aspire Private Capital’s Xos XOS Stock Holding History

Aspire Private Capital’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	-153	Closed	-$696	–	661
2024 Q3	$696	Buy	153 +135	+750%	+$745	﹤0.01%	605
2024 Q2	$124	Hold	18	–	–	﹤0.01%	663
2024 Q1	$184	Buy	+18	New	+$169	﹤0.01%	688

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 $917M AUM 18.41% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 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

Aspire Private Capital's XOS Position: Q4 2024 in Review

Aspire Private Capital sold out of Xos (XOS) in Q4 2024, closing a stake of 153 shares — an estimated $696 sold.

Aspire Private Capital first reported a position in XOS in Q1 2024 and held it in 3 quarters. The position peaked at $696 in Q3 2024. 29 funds tracked by Wall St. Rank hold XOS as of Q4 2024.

Aspire Private Capital reported no remaining Xos position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 153 Xos shares in Q4 2024, an estimated $696.
Aspire Private Capital first reported a position in Xos in Q1 2024 and held it in 3 quarters.
Aspire Private Capital's Xos position peaked at $696 in Q3 2024.
29 funds tracked by Wall St. Rank held Xos as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.