Ellevest Inc’s XPO XPO Stock Holding History

Ellevest Inc’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
2023 Q1	–	Sell	-97	Closed	-$3.23K	–	2081
2022 Q4	$3.23K	Sell	97 -66	-40%	-$2.22K	﹤0.01%	1298
2022 Q3	$4K	Buy	163 +139	+579%	+$4.33K	﹤0.01%	1245
2022 Q2	$1K	Buy	+24	New	+$763	﹤0.01%	1341
2022 Q1	–	Sell	-44	Closed	-$2K	–	1658
2021 Q4	$2K	Sell	44 -2,203	-98%	-$102K	﹤0.01%	1216
2021 Q3	$106K	Buy	2,247 +1,591	+243%	+$79.7K	0.01%	370
2021 Q2	$32K	Buy	656 +141	+27%	+$6.89K	﹤0.01%	559
2021 Q1	$22K	Buy	515 +307	+148%	+$12.7K	﹤0.01%	640
2020 Q4	$9K	Buy	208 +130	+167%	+$4.71K	﹤0.01%	762
2020 Q3	$2K	Buy	78 +14	+22%	+$403	﹤0.01%	938
2020 Q2	$2K	Sell	64 -8	-11%	-$192	﹤0.01%	923
2020 Q1	$1K	Buy	+72	New	+$1.92K	﹤0.01%	1007

Other funds holding XPO

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments

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

Massachusetts Financial Services

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

AllianceBernstein

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

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

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return