CFFP
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Center for Financial Planning’s XPO XPO Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-160
Closed -$4K – 674
2022
Q3 		$4K Hold
160
– – ﹤0.01% 456
2022
Q2 		$5K Hold
160
– – ﹤0.01% 426
2022
Q1 		$7K Hold
160
– – ﹤0.01% 416
2021
Q4 		$7K Hold
160
– – ﹤0.01% 413
2021
Q3 		$8K Sell
160
-115
-42% -$5.76K ﹤0.01% 386
2021
Q2 		$13K Hold
275
– – ﹤0.01% 344
2021
Q1 		$12K Hold
275
– – ﹤0.01% 367
2020
Q4 		$11K Buy
+275
New +$9.96K ﹤0.01% 337

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Center for Financial Planning's XPO Position: Q4 2022 in Review

Center for Financial Planning sold out of XPO (XPO) in Q4 2022, closing a stake of 160 shares — an estimated $4K sold.

Center for Financial Planning first reported a position in XPO in Q4 2020 and held it in 8 quarters. The position peaked at $13K in Q2 2021. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

  • Center for Financial Planning reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 160 XPO shares in Q4 2022, an estimated $4K.
  • Center for Financial Planning first reported a position in XPO in Q4 2020 and held it in 8 quarters.
  • Center for Financial Planning's XPO position peaked at $13K in Q2 2021.
  • 412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.