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Cetera Advisors’s XPO XPO Stock Holding History

Cetera 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
Q1 		$235K Buy
+1,928
New +$206K ﹤0.01% 2113
2018
Q4 		– Sell
-13,494
Closed -$537K – 977
2018
Q3 		$537K Buy
13,494
+5,297
+65% +$193K 0.03% 541
2018
Q2 		$285K Sell
8,197
-362
-4% -$13.1K 0.02% 688
2018
Q1 		$300K Buy
+8,559
New +$285K 0.02% 609

Other funds holding XPO

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 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Cetera Advisors's XPO Position: Q1 2024 in Review

Cetera Advisors opened a new position in XPO (XPO) in Q1 2024: 1,928 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #2113 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in XPO as recently as Q3 2018.

Cetera Advisors first reported a position in XPO in Q1 2018 and has held it in 4 quarters since. The position peaked at $537K in Q3 2018. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

  • Cetera Advisors held 1,928 shares of XPO worth $235K as of Q1 2024.
  • XPO was a new Cetera Advisors position in Q1 2024.
  • XPO made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2113 holding.
  • Cetera Advisors first reported a position in XPO in Q1 2018 and has held it in 4 quarters since.
  • Cetera Advisors's XPO position peaked at $537K in Q3 2018.
  • 527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.