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Capital Analysts LLC’s XPO XPO Stock Holding History

Capital Analysts LLC’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
Q4 		– Sell
-101
Closed -$11K – 1396
2024
Q3 		$11K Hold
101
– – ﹤0.01% 1018
2024
Q2 		$11K Hold
101
– – ﹤0.01% 952
2024
Q1 		$12K Hold
101
– – ﹤0.01% 908
2023
Q4 		$9K Hold
101
– – ﹤0.01% 913
2023
Q3 		$8K Hold
101
– – ﹤0.01% 920
2023
Q2 		$6K Hold
101
– – ﹤0.01% 879
2023
Q1 		$3K Hold
101
– – ﹤0.01% 913
2022
Q4 		$3K Sell
101
-237
-70% -$7.98K ﹤0.01% 974
2022
Q3 		$9K Hold
338
– – ﹤0.01% 828
2022
Q2 		$10K Buy
338
+168
+99% +$5.34K ﹤0.01% 802
2022
Q1 		$7K Sell
170
-370
-69% -$15.5K ﹤0.01% 792
2021
Q4 		$25K Hold
540
– – ﹤0.01% 687
2021
Q3 		$26K Buy
540
+248
+85% +$12.4K ﹤0.01% 669
2021
Q2 		$14K Hold
292
– – ﹤0.01% 705
2021
Q1 		$12K Buy
+292
New +$12.1K ﹤0.01% 774

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 $3.38T AUM 44.17% 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
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Capital Analysts LLC's XPO Position: Q4 2024 in Review

Capital Analysts LLC sold out of XPO (XPO) in Q4 2024, closing a stake of 101 shares — an estimated $11K sold.

Capital Analysts LLC first reported a position in XPO in Q1 2021 and held it in 15 quarters. The position peaked at $26K in Q3 2021. 543 funds tracked by Wall St. Rank hold XPO as of Q4 2024.

  • Capital Analysts LLC reported no remaining XPO position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 101 XPO shares in Q4 2024, an estimated $11K.
  • Capital Analysts LLC first reported a position in XPO in Q1 2021 and held it in 15 quarters.
  • Capital Analysts LLC's XPO position peaked at $26K in Q3 2021.
  • 543 funds tracked by Wall St. Rank held XPO as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.