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Cornerstone Wealth Management’s XPO XPO Stock Holding History

Cornerstone Wealth Management’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
2021
Q4 		– Sell
-9,677
Closed -$458K – 522
2021
Q3 		$458K Sell
9,677
-6,949
-42% -$348K 0.05% 288
2021
Q2 		$804K Buy
16,626
+1,735
+12% +$84.7K 0.08% 212
2021
Q1 		$635K Sell
14,891
-29
-0.2% -$1.2K 0.08% 235
2020
Q4 		$615K Buy
14,920
+6,680
+81% +$242K 0.08% 215
2020
Q3 		$241K Buy
+8,240
New +$237K 0.04% 343

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Cornerstone Wealth Management's XPO Position: Q4 2021 in Review

Cornerstone Wealth Management sold out of XPO (XPO) in Q4 2021, closing a stake of 9,677 shares — an estimated $458K sold.

Cornerstone Wealth Management first reported a position in XPO in Q3 2020 and held it in 5 quarters. The position peaked at $804K in Q2 2021. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • Cornerstone Wealth Management reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 9,677 XPO shares in Q4 2021, an estimated $458K.
  • Cornerstone Wealth Management first reported a position in XPO in Q3 2020 and held it in 5 quarters.
  • Cornerstone Wealth Management's XPO position peaked at $804K in Q2 2021.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Cornerstone Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.