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Castleview Partners’s XPO XPO Stock Holding History

Castleview 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
Q2 		$40K Buy
+836
New +$40.8K 0.02% 452

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Castleview Partners's XPO Position: Q2 2021 in Review

Castleview Partners opened a new position in XPO (XPO) in Q2 2021: 836 shares worth $40K. The stake represents 0.02% of the portfolio and ranks #452 among its holdings.

558 funds tracked by Wall St. Rank hold XPO as of Q2 2021.

  • Castleview Partners held 836 shares of XPO worth $40K as of Q2 2021.
  • XPO was a new Castleview Partners position in Q2 2021.
  • XPO made up 0.02% of Castleview Partners's portfolio in Q2 2021, its #452 holding.
  • 558 funds tracked by Wall St. Rank held XPO as of Q2 2021.

Based on Castleview Partners's 13F filing for Q2 2021, filed 17 Aug 2021.