Cassia Capital Partners’s XPO XPO Stock Holding History

Cassia Capital Partners’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 Q4	–	Sell	-32,103	Closed	-$1.52M	–	149
2021 Q3	$1.52M	Buy	+32,103	New	+$1.61M	1.04%	44

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

FAM

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

Cassia Capital Partners's XPO Position: Q4 2021 in Review

Cassia Capital Partners sold out of XPO (XPO) in Q4 2021, closing a stake of 32,103 shares — an estimated $1.52M sold.

Cassia Capital Partners first reported a position in XPO in Q3 2021 and held it in 1 quarter. The position peaked at $1.52M in Q3 2021. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

Cassia Capital Partners reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
Cassia Capital Partners sold 32,103 XPO shares in Q4 2021, an estimated $1.52M.
Cassia Capital Partners first reported a position in XPO in Q3 2021 and held it in 1 quarter.
Cassia Capital Partners's XPO position peaked at $1.52M in Q3 2021.
486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Cassia Capital Partners's 13F filing for Q4 2021, filed 14 Feb 2022.