BRWA
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B. Riley Wealth Advisors’s XPO XPO Stock Holding History

B. Riley Wealth Advisors’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
2019
Q3 		– Sell
-11,401
Closed -$228K – 857
2019
Q2 		$228K Sell
11,401
-1,179
-9% -$24K 0.03% 670
2019
Q1 		$234K Sell
12,580
-2,212
-15% -$42.5K 0.03% 595
2018
Q4 		$292K Buy
14,792
+2,639
+22% +$73.1K 0.04% 445
2018
Q3 		$481K Sell
12,153
-147
-1% -$5.35K 0.06% 362
2018
Q2 		$427K Buy
12,300
+4,375
+55% +$159K 0.06% 369
2018
Q1 		$280K Sell
7,925
-110
-1% -$3.67K 0.04% 477
2017
Q4 		$255K Buy
+8,035
New +$205K 0.03% 506
2015
Q1 		– Sell
-463
Closed -$7 – 2020
2014
Q4 		$7 Buy
+463
New +$6.11K ﹤0.01% 3040

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return