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C2C Wealth Management’s XPO XPO Stock Holding History

C2C Wealth 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
2023
Q4 		– Sell
-10,563
Closed -$768K – 232
2023
Q3 		$768K Sell
10,563
-1,245
-11% -$85.9K 0.11% 98
2023
Q2 		$733K Sell
11,808
-1,030
-8% -$46.6K 0.1% 113
2023
Q1 		$418K Buy
+12,838
New +$462K 0.07% 164
2022
Q1 		– Sell
-18,203
Closed -$838K – 235
2021
Q4 		$838K Buy
+18,203
New +$846K 0.12% 94

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

C2C Wealth Management's XPO Position: Q4 2023 in Review

C2C Wealth Management sold out of XPO (XPO) in Q4 2023, closing a stake of 10,563 shares — an estimated $768K sold.

C2C Wealth Management first reported a position in XPO in Q4 2021 and held it in 4 quarters. The position peaked at $838K in Q4 2021. 468 funds tracked by Wall St. Rank hold XPO as of Q4 2023.

  • C2C Wealth Management reported no remaining XPO position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 10,563 XPO shares in Q4 2023, an estimated $768K.
  • C2C Wealth Management first reported a position in XPO in Q4 2021 and held it in 4 quarters.
  • C2C Wealth Management's XPO position peaked at $838K in Q4 2021.
  • 468 funds tracked by Wall St. Rank held XPO as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.