Atlas Private Wealth Management’s XPO XPO Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-1,012	Closed	-$43K	–	395
2021 Q1	$43K	Hold	1,012	–	–	0.03%	200
2020 Q4	$42K	Hold	1,012	–	–	0.03%	208
2020 Q3	$30K	Hold	1,012	–	–	0.02%	221
2020 Q2	$27K	Hold	1,012	–	–	0.02%	244
2020 Q1	$17K	Hold	1,012	–	–	0.02%	266
2019 Q4	$28K	Buy	+1,012	New	+$27.8K	0.02%	253

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Atlas Private Wealth Management's XPO Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of XPO (XPO) in Q2 2021, closing a stake of 1,012 shares — an estimated $43K sold.

Atlas Private Wealth Management first reported a position in XPO in Q4 2019 and held it in 6 quarters. The position peaked at $43K in Q1 2021. 559 funds tracked by Wall St. Rank hold XPO as of Q2 2021.

Atlas Private Wealth Management reported no remaining XPO position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,012 XPO shares in Q2 2021, an estimated $43K.
Atlas Private Wealth Management first reported a position in XPO in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's XPO position peaked at $43K in Q1 2021.
559 funds tracked by Wall St. Rank held XPO as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.