Evergreen Private Wealth’s XPO XPO Stock Holding History

Evergreen Private 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
2024 Q2	–	Sell	-210	Closed	-$25.6K	–	223
2024 Q1	$25.6K	Hold	210	–	–	0.01%	141
2023 Q4	$18.4K	Buy	+210	New	+$17.1K	0.01%	152

Other funds holding XPO

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OAG

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

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

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Evergreen Private Wealth's XPO Position: Q2 2024 in Review

Evergreen Private Wealth sold out of XPO (XPO) in Q2 2024, closing a stake of 210 shares — an estimated $25.6K sold.

Evergreen Private Wealth first reported a position in XPO in Q4 2023 and held it in 2 quarters. The position peaked at $25.6K in Q1 2024. 508 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

Evergreen Private Wealth reported no remaining XPO position as of Q2 2024 after selling out during the quarter.
Evergreen Private Wealth sold 210 XPO shares in Q2 2024, an estimated $25.6K.
Evergreen Private Wealth first reported a position in XPO in Q4 2023 and held it in 2 quarters.
Evergreen Private Wealth's XPO position peaked at $25.6K in Q1 2024.
508 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on Evergreen Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.