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Buckingham Strategic Wealth’s XPO XPO Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$225K Hold
2,121
– – ﹤0.01% 672
2024
Q1 		$259K Buy
+2,121
New +$227K ﹤0.01% 632

Other funds holding XPO

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 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Buckingham Strategic Wealth's XPO Position: Q2 2024 in Review

Buckingham Strategic Wealth held its XPO (XPO) position steady in Q2 2024 at 2,121 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Buckingham Strategic Wealth first reported a position in XPO in Q1 2024 and has held it in 2 quarters since. The position peaked at $259K in Q1 2024. 508 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

  • Buckingham Strategic Wealth held 2,121 shares of XPO worth $225K as of Q2 2024.
  • Buckingham Strategic Wealth left its XPO share count unchanged in Q2 2024.
  • XPO made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #672 holding.
  • Buckingham Strategic Wealth first reported a position in XPO in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's XPO position peaked at $259K in Q1 2024.
  • 508 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.