Confluence Wealth Services’s XPO XPO Stock Holding History

Confluence Wealth Services’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 Q1	–	Sell	-35	Closed	-$1K	–	1205
2021 Q4	$1K	Buy	+35	New	+$1.63K	﹤0.01%	1218

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

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

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Confluence Wealth Services's XPO Position: Q1 2022 in Review

Confluence Wealth Services sold out of XPO (XPO) in Q1 2022, closing a stake of 35 shares — an estimated $1K sold.

Confluence Wealth Services first reported a position in XPO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 463 funds tracked by Wall St. Rank hold XPO as of Q1 2022.

Confluence Wealth Services reported no remaining XPO position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 35 XPO shares in Q1 2022, an estimated $1K.
Confluence Wealth Services first reported a position in XPO in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's XPO position peaked at $1K in Q4 2021.
463 funds tracked by Wall St. Rank held XPO as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.