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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

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Ellevest Inc's XPO Position: Q1 2023 in Review

Ellevest Inc sold out of XPO (XPO) in Q1 2023, closing a stake of 97 shares — an estimated $3.23K sold.

Ellevest Inc first reported a position in XPO in Q1 2020 and held it in 11 quarters. The position peaked at $106K in Q3 2021. 384 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • Ellevest Inc reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 97 XPO shares in Q1 2023, an estimated $3.23K.
  • Ellevest Inc first reported a position in XPO in Q1 2020 and held it in 11 quarters.
  • Ellevest Inc's XPO position peaked at $106K in Q3 2021.
  • 384 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.