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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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Belpointe Asset Management's XPO Position: Q1 2025 in Review

Belpointe Asset Management sold out of XPO (XPO) in Q1 2025, closing a stake of 2,902 shares — an estimated $333K sold.

Belpointe Asset Management first reported a position in XPO in Q1 2020 and held it in 20 quarters. The position peaked at $1.84M in Q3 2021. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

  • Belpointe Asset Management reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 2,902 XPO shares in Q1 2025, an estimated $333K.
  • Belpointe Asset Management first reported a position in XPO in Q1 2020 and held it in 20 quarters.
  • Belpointe Asset Management's XPO position peaked at $1.84M in Q3 2021.
  • 525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on Belpointe Asset Management's 13F filing for Q1 2025, filed 20 May 2025.