Concourse Financial Group Securities’s XPO XPO Stock Holding History

Concourse Financial Group Securities’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
2025 Q1	–	Sell	-418	Closed	-$57.1K	–	2149
2024 Q4	$57.1K	Buy	418 +223	+114%	+$30.1K	﹤0.01%	1158
2024 Q3	$21K	Buy	195 +50	+34%	+$5.6K	﹤0.01%	1500
2024 Q2	$15.4K	Buy	145 +50	+53%	+$5.61K	﹤0.01%	1578
2024 Q1	$11.6K	Buy	95 +57	+150%	+$6.1K	﹤0.01%	1658
2023 Q4	$3.33K	Hold	38	–	–	﹤0.01%	1938
2023 Q3	$2.84K	Buy	+38	New	+$2.62K	﹤0.01%	1941
2022 Q1	–	Sell	-74	Closed	-$3.09K	–	2462
2021 Q4	$3K	Hold	74	–	–	﹤0.01%	2160
2021 Q3	$4K	Sell	74 -53	-42%	-$2.66K	﹤0.01%	2145
2021 Q2	$6K	Hold	127	–	–	﹤0.01%	2025
2021 Q1	$5K	Hold	127	–	–	﹤0.01%	1989
2020 Q4	$5K	Hold	127	–	–	﹤0.01%	1944
2020 Q3	$4K	Buy	127 +46	+57%	+$1.32K	﹤0.01%	1896
2020 Q2	$2K	Hold	81	–	–	﹤0.01%	1946
2020 Q1	$1K	Sell	81 -17	-17%	-$454	﹤0.01%	2113
2019 Q4	$3K	Buy	+98	New	+$2.69K	﹤0.01%	1822

Other funds holding XPO

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

Concourse Financial Group Securities's XPO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of XPO (XPO) in Q1 2025, closing a stake of 418 shares — an estimated $57.1K sold.

Concourse Financial Group Securities first reported a position in XPO in Q4 2019 and held it in 15 quarters. The position peaked at $57.1K in Q4 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

Concourse Financial Group Securities reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 418 XPO shares in Q1 2025, an estimated $57.1K.
Concourse Financial Group Securities first reported a position in XPO in Q4 2019 and held it in 15 quarters.
Concourse Financial Group Securities's XPO position peaked at $57.1K in Q4 2024.
525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.