CFM Wealth Partners’s XPO XPO Stock Holding History

CFM Wealth 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
2020 Q1	–	Sell	-651	Closed	-$21K	–	579
2019 Q4	$21K	Buy	+651	New	+$17.9K	0.01%	355

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

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

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

CFM Wealth Partners's XPO Position: Q1 2020 in Review

CFM Wealth Partners sold out of XPO (XPO) in Q1 2020, closing a stake of 651 shares — an estimated $21K sold.

CFM Wealth Partners first reported a position in XPO in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 380 funds tracked by Wall St. Rank hold XPO as of Q1 2020.

CFM Wealth Partners reported no remaining XPO position as of Q1 2020 after selling out during the quarter.
CFM Wealth Partners sold 651 XPO shares in Q1 2020, an estimated $21K.
CFM Wealth Partners first reported a position in XPO in Q4 2019 and held it in 1 quarter.
CFM Wealth Partners's XPO position peaked at $21K in Q4 2019.
380 funds tracked by Wall St. Rank held XPO as of Q1 2020.

Based on CFM Wealth Partners's 13F filing for Q1 2020, filed 12 May 2020.