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Beirne Wealth Consulting Services’s XPO XPO Stock Holding History

Beirne Wealth Consulting Services’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
Q4 		– Sell
-20,066
Closed -$497K – 131
2019
Q3 		$497K Sell
20,066
-1,527
-7% -$35.3K 0.41% 62
2019
Q2 		$432K Buy
21,593
+2,469
+13% +$50.3K 0.39% 73
2019
Q1 		$355K Buy
+19,124
New +$367K 0.28% 119

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 $5.72T 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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Beirne Wealth Consulting Services's XPO Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of XPO (XPO) in Q4 2019, closing a stake of 20,066 shares — an estimated $497K sold.

Beirne Wealth Consulting Services first reported a position in XPO in Q1 2019 and held it in 3 quarters. The position peaked at $497K in Q3 2019. 396 funds tracked by Wall St. Rank hold XPO as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining XPO position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 20,066 XPO shares in Q4 2019, an estimated $497K.
  • Beirne Wealth Consulting Services first reported a position in XPO in Q1 2019 and held it in 3 quarters.
  • Beirne Wealth Consulting Services's XPO position peaked at $497K in Q3 2019.
  • 396 funds tracked by Wall St. Rank held XPO as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.