Balboa Wealth Partners’s XPO XPO Stock Holding History

Balboa Wealth Partners’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
2024 Q1	–	Sell	-4,021	Closed	-$352K	–	322
2023 Q4	$352K	Buy	4,021 +429	+12%	+$35K	0.12%	141
2023 Q3	$268K	Buy	+3,592	New	+$248K	0.1%	174

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

OAG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Balboa Wealth Partners's XPO Position: Q1 2024 in Review

Balboa Wealth Partners sold out of XPO (XPO) in Q1 2024, closing a stake of 4,021 shares — an estimated $352K sold.

Balboa Wealth Partners first reported a position in XPO in Q3 2023 and held it in 2 quarters. The position peaked at $352K in Q4 2023. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

Balboa Wealth Partners reported no remaining XPO position as of Q1 2024 after selling out during the quarter.
Balboa Wealth Partners sold 4,021 XPO shares in Q1 2024, an estimated $352K.
Balboa Wealth Partners first reported a position in XPO in Q3 2023 and held it in 2 quarters.
Balboa Wealth Partners's XPO position peaked at $352K in Q4 2023.
527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on Balboa Wealth Partners's 13F filing for Q1 2024, filed 13 May 2024.