CreativeOne Wealth’s XPO XPO Stock Holding History

CreativeOne Wealth’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 Q3	–	Sell	-4,195	Closed	-$203K	–	744
2021 Q2	$203K	Buy	+4,195	New	+$205K	0.01%	643

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

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

FAM

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

CreativeOne Wealth's XPO Position: Q3 2021 in Review

CreativeOne Wealth sold out of XPO (XPO) in Q3 2021, closing a stake of 4,195 shares — an estimated $203K sold.

CreativeOne Wealth first reported a position in XPO in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

CreativeOne Wealth reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
CreativeOne Wealth sold 4,195 XPO shares in Q3 2021, an estimated $203K.
CreativeOne Wealth first reported a position in XPO in Q2 2021 and held it in 1 quarter.
CreativeOne Wealth's XPO position peaked at $203K in Q2 2021.
484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on CreativeOne Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.