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Baron Silver Stevens Financial Advisors’s XPO XPO Stock Holding History

Baron Silver Stevens Financial 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
2021
Q3 		– Sell
-6,115
Closed -$295K – 89
2021
Q2 		$295K Sell
6,115
-1,056
-15% -$51.6K 0.08% 65
2021
Q1 		$305K Hold
7,171
– – 0.17% 36
2020
Q4 		$295K Buy
+7,171
New +$260K 0.1% 50

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's XPO Position: Q3 2021 in Review

Baron Silver Stevens Financial Advisors sold out of XPO (XPO) in Q3 2021, closing a stake of 6,115 shares — an estimated $295K sold.

Baron Silver Stevens Financial Advisors first reported a position in XPO in Q4 2020 and held it in 3 quarters. The position peaked at $305K in Q1 2021. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 6,115 XPO shares in Q3 2021, an estimated $295K.
  • Baron Silver Stevens Financial Advisors first reported a position in XPO in Q4 2020 and held it in 3 quarters.
  • Baron Silver Stevens Financial Advisors's XPO position peaked at $305K in Q1 2021.
  • 484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.