Blue Zone Wealth Advisors’s XPO XPO Stock Holding History

Blue Zone 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
2021 Q3	–	Sell	-75,428	Closed	-$3.65M	–	99
2021 Q2	$3.65M	Sell	75,428 -63	-0.1%	-$3.08K	1.37%	23
2021 Q1	$3.22M	Sell	75,491 -839	-1%	-$34.8K	1.37%	24
2020 Q4	$3.15M	Buy	76,330 +894	+1%	+$32.4K	1.52%	23
2020 Q3	$2.21M	Buy	+75,436	New	+$2.17M	1.25%	23

Other funds holding XPO

OAG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Blue Zone Wealth Advisors's XPO Position: Q3 2021 in Review

Blue Zone Wealth Advisors sold out of XPO (XPO) in Q3 2021, closing a stake of 75,428 shares — an estimated $3.65M sold.

Blue Zone Wealth Advisors first reported a position in XPO in Q3 2020 and held it in 4 quarters. The position peaked at $3.65M in Q2 2021. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

Blue Zone Wealth Advisors reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
Blue Zone Wealth Advisors sold 75,428 XPO shares in Q3 2021, an estimated $3.65M.
Blue Zone Wealth Advisors first reported a position in XPO in Q3 2020 and held it in 4 quarters.
Blue Zone Wealth Advisors's XPO position peaked at $3.65M in Q2 2021.
484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on Blue Zone Wealth Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.