Crestwood Advisors Group’s XPO XPO Stock Holding History

Crestwood Advisors Group’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 Q2	–	Sell	-7,725	Closed	-$334K	–	298
2022 Q1	$334K	Sell	7,725 -252	-3%	-$10.5K	0.01%	236
2021 Q4	$367K	Sell	7,977 -4,208	-35%	-$196K	0.01%	231
2021 Q3	$576K	Sell	12,185 -8,749	-42%	-$438K	0.02%	188
2021 Q2	$1.01M	Hold	20,934	–	–	0.03%	153
2021 Q1	$893K	Hold	20,934	–	–	0.03%	157
2020 Q4	$863K	Hold	20,934	–	–	0.03%	154
2020 Q3	$613K	Hold	20,934	–	–	0.02%	154
2020 Q2	$559K	Sell	20,934 -1,474	-7%	-$35.3K	0.02%	156
2020 Q1	$378K	Sell	22,408 -3,586	-14%	-$95.8K	0.02%	166
2019 Q4	$717K	Sell	25,994 -2,125	-8%	-$58.4K	0.03%	153
2019 Q3	$696K	Buy	28,119 +2,140	+8%	+$49.5K	0.03%	148
2019 Q2	$519K	Buy	+25,979	New	+$529K	0.02%	163

Other funds holding XPO

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Crestwood Advisors Group's XPO Position: Q2 2022 in Review

Crestwood Advisors Group sold out of XPO (XPO) in Q2 2022, closing a stake of 7,725 shares — an estimated $334K sold.

Crestwood Advisors Group first reported a position in XPO in Q2 2019 and held it in 12 quarters. The position peaked at $1.01M in Q2 2021. 436 funds tracked by Wall St. Rank hold XPO as of Q2 2022.

Crestwood Advisors Group reported no remaining XPO position as of Q2 2022 after selling out during the quarter.
Crestwood Advisors Group sold 7,725 XPO shares in Q2 2022, an estimated $334K.
Crestwood Advisors Group first reported a position in XPO in Q2 2019 and held it in 12 quarters.
Crestwood Advisors Group's XPO position peaked at $1.01M in Q2 2021.
436 funds tracked by Wall St. Rank held XPO as of Q2 2022.

Based on Crestwood Advisors Group's 13F filing for Q2 2022, filed 7 Jul 2022.