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BDO Wealth Advisors’s XPO XPO Stock Holding History

BDO 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
2020
Q2 		– Sell
-231
Closed -$4K – 773
2020
Q1 		$4K Buy
+231
New +$6.17K ﹤0.01% 635
2019
Q2 		– Sell
-2,024
Closed -$38K – 707
2019
Q1 		$38K Buy
2,024
+1,807
+833% +$34.7K 0.01% 314
2018
Q4 		$4K Sell
217
-2,122
-91% -$58.8K ﹤0.01% 466
2018
Q3 		$92K Hold
2,339
– – 0.03% 222
2018
Q2 		$81K Hold
2,339
– – 0.03% 233
2018
Q1 		$82K Hold
2,339
– – 0.03% 196
2017
Q4 		$74K Sell
2,339
-723
-24% -$18.5K 0.03% 176
2017
Q3 		$72K Buy
3,062
+2,773
+960% +$58.1K 0.04% 160
2017
Q2 		$6K Buy
+289
New +$5.41K ﹤0.01% 418

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

BDO Wealth Advisors's XPO Position: Q2 2020 in Review

BDO Wealth Advisors sold out of XPO (XPO) in Q2 2020, closing a stake of 231 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in XPO in Q2 2017 and held it in 9 quarters. The position peaked at $92K in Q3 2018. 402 funds tracked by Wall St. Rank hold XPO as of Q2 2020.

  • BDO Wealth Advisors reported no remaining XPO position as of Q2 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 231 XPO shares in Q2 2020, an estimated $4K.
  • BDO Wealth Advisors first reported a position in XPO in Q2 2017 and held it in 9 quarters.
  • BDO Wealth Advisors's XPO position peaked at $92K in Q3 2018.
  • 402 funds tracked by Wall St. Rank held XPO as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.