Atria Wealth Solutions’s XPO XPO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-4,566	Closed	-$491K	–	1936
2025 Q1	$491K	Sell	4,566 -66	-1%	-$8.39K	0.01%	1209
2024 Q4	$607K	Buy	4,632 +1,328	+40%	+$179K	0.01%	1164
2024 Q3	$355K	Sell	3,304 -617	-16%	-$69.1K	﹤0.01%	1408
2024 Q2	$416K	Buy	3,921 +132	+3%	+$14.8K	﹤0.01%	1321
2024 Q1	$462K	Sell	3,789 -1,000	-21%	-$107K	0.01%	1304
2023 Q4	$419K	Sell	4,789 -777	-14%	-$63.3K	0.01%	1303
2023 Q3	$416K	Sell	5,566 -125	-2%	-$8.63K	0.01%	1224
2023 Q2	$336K	Sell	5,691 -2,300	-29%	-$104K	﹤0.01%	1368
2023 Q1	$255K	Hold	7,991	–	–	﹤0.01%	1517
2022 Q4	$266K	Sell	7,991 -19,763	-71%	-$666K	﹤0.01%	1432
2022 Q3	$734K	Sell	27,754 -1,956	-7%	-$60.9K	0.01%	837
2022 Q2	$850K	Buy	+29,710	New	+$945K	0.02%	762

Other funds holding XPO

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

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

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return