Belpointe Asset Management’s XPO XPO Stock Holding History

Belpointe Asset Management’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
2025 Q1	–	Sell	-2,902	Closed	-$333K	–	1049
2024 Q4	$333K	Buy	2,902 +700	+32%	+$94.6K	0.02%	621
2024 Q3	$237K	Sell	2,202 -631	-22%	-$70.6K	0.01%	744
2024 Q2	$301K	Buy	2,833 +90	+3%	+$10.1K	0.02%	582
2024 Q1	$335K	Sell	2,743 -532	-16%	-$57K	0.03%	549
2023 Q4	$287K	Buy	3,275 +311	+10%	+$25.3K	0.03%	537
2023 Q3	$221K	Sell	2,964 -1,251	-30%	-$86.3K	0.02%	570
2023 Q2	$249K	Sell	4,215 -3,107	-42%	-$141K	0.03%	514
2023 Q1	$234K	Buy	7,322 +895	+14%	+$32.2K	0.01%	863
2022 Q4	$214K	Sell	6,427 -9,346	-59%	-$315K	0.01%	868
2022 Q3	$418K	Buy	15,773 +1,893	+14%	+$59K	0.03%	576
2022 Q2	$397K	Buy	13,880 +3,193	+30%	+$102K	0.03%	581
2022 Q1	$462K	Buy	10,687 +178	+2%	+$7.44K	0.03%	561
2021 Q4	$484K	Sell	10,509 -28,489	-73%	-$1.32M	0.03%	532
2021 Q3	$1.84M	Buy	38,998 +22,297	+134%	+$1.12M	0.13%	171
2021 Q2	$808K	Buy	16,701 +7,584	+83%	+$370K	0.06%	347
2021 Q1	$342K	Buy	9,117 +1,449	+19%	+$60.1K	0.03%	549
2020 Q4	$316K	Sell	7,668 -1,472	-16%	-$53.3K	0.03%	536
2020 Q3	$268K	Sell	9,140 -850	-9%	-$24.5K	0.03%	472
2020 Q2	$267K	Buy	9,990 +3,892	+64%	+$93.2K	0.03%	441
2020 Q1	$103K	Buy	+6,098	New	+$163K	0.02%	607

Other funds holding XPO

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return