BWA
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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 – 774
2020
Q1 		$4K Buy
+231
New +$6.17K ﹤0.01% 635
2019
Q2 		– Sell
-2,024
Closed -$38K – 711
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 $23.7B AUM 65.43% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return