AWE
XPO icon

Avidian Wealth Enterprises’s XPO XPO Stock Holding History

Avidian Wealth Enterprises’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
2018
Q1 		– Sell
-11,693
Closed -$370K – 120
2017
Q4 		$370K Buy
+11,693
New +$299K 0.1% 68
2017
Q3 		– Sell
-17,950
Closed -$401K – 111
2017
Q2 		$401K Buy
+17,950
New +$336K 0.17% 49

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avidian Wealth Enterprises's XPO Position: Q1 2018 in Review

Avidian Wealth Enterprises sold out of XPO (XPO) in Q1 2018, closing a stake of 11,693 shares — an estimated $370K sold.

Avidian Wealth Enterprises first reported a position in XPO in Q2 2017 and held it in 2 quarters. The position peaked at $401K in Q2 2017. 455 funds tracked by Wall St. Rank hold XPO as of Q1 2018.

  • Avidian Wealth Enterprises reported no remaining XPO position as of Q1 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 11,693 XPO shares in Q1 2018, an estimated $370K.
  • Avidian Wealth Enterprises first reported a position in XPO in Q2 2017 and held it in 2 quarters.
  • Avidian Wealth Enterprises's XPO position peaked at $401K in Q2 2017.
  • 455 funds tracked by Wall St. Rank held XPO as of Q1 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2018, filed 15 May 2018.