Edge Wealth Management’s XPO XPO Stock Holding History

Edge 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
2022 Q1	–	Sell	-168	Closed	-$8K	–	470
2021 Q4	$8K	Hold	168	–	–	﹤0.01%	306
2021 Q3	$8K	Sell	168 -121	-42%	-$6.06K	﹤0.01%	322
2021 Q2	$14K	Buy	+289	New	+$14.1K	﹤0.01%	294

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Edge Wealth Management's XPO Position: Q1 2022 in Review

Edge Wealth Management sold out of XPO (XPO) in Q1 2022, closing a stake of 168 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in XPO in Q2 2021 and held it in 3 quarters. The position peaked at $14K in Q2 2021. 464 funds tracked by Wall St. Rank hold XPO as of Q1 2022.

Edge Wealth Management reported no remaining XPO position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 168 XPO shares in Q1 2022, an estimated $8K.
Edge Wealth Management first reported a position in XPO in Q2 2021 and held it in 3 quarters.
Edge Wealth Management's XPO position peaked at $14K in Q2 2021.
464 funds tracked by Wall St. Rank held XPO as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.