Capital Performance Advisors’s XPO XPO Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-2	Closed	-$215	–	2744
2024 Q3	$215	Buy	+2	New	+$224	﹤0.01%	2540

Other funds holding XPO

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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 New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital Performance Advisors's XPO Position: Q4 2024 in Review

Capital Performance Advisors sold out of XPO (XPO) in Q4 2024, closing a stake of 2 shares — an estimated $215 sold.

Capital Performance Advisors first reported a position in XPO in Q3 2024 and held it in 1 quarter. The position peaked at $215 in Q3 2024. 543 funds tracked by Wall St. Rank hold XPO as of Q4 2024.

Capital Performance Advisors reported no remaining XPO position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 2 XPO shares in Q4 2024, an estimated $215.
Capital Performance Advisors first reported a position in XPO in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's XPO position peaked at $215 in Q3 2024.
543 funds tracked by Wall St. Rank held XPO as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.