EW
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Evoke Wealth’s XPO XPO Stock Holding History

Evoke 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
2022
Q4 		– Sell
-114
Closed -$3K – 1162
2022
Q3 		$3K Hold
114
– – ﹤0.01% 1003
2022
Q2 		$3K Hold
114
– – ﹤0.01% 1018
2022
Q1 		$5K Hold
114
– – ﹤0.01% 931
2021
Q4 		$5K Hold
114
– – ﹤0.01% 916
2021
Q3 		$5K Sell
114
-83
-42% -$4.16K ﹤0.01% 869
2021
Q2 		$10K Hold
197
– – ﹤0.01% 756
2021
Q1 		$8K Hold
197
– – ﹤0.01% 744
2020
Q4 		$8K Sell
197
-1,411
-88% -$51.1K ﹤0.01% 630
2020
Q3 		$47K Sell
1,608
-1,706
-51% -$49.1K ﹤0.01% 368
2020
Q2 		$89K Buy
3,314
+3,117
+1,582% +$74.6K 0.01% 290
2020
Q1 		$3.31K Sell
197
-578
-75% -$15.4K ﹤0.01% 706
2019
Q4 		$21.4K Hold
775
– – ﹤0.01% 575
2019
Q3 		$19.2K Buy
+775
New +$17.9K ﹤0.01% 675

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Evoke Wealth's XPO Position: Q4 2022 in Review

Evoke Wealth sold out of XPO (XPO) in Q4 2022, closing a stake of 114 shares — an estimated $3K sold.

Evoke Wealth first reported a position in XPO in Q3 2019 and held it in 13 quarters. The position peaked at $89K in Q2 2020. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

  • Evoke Wealth reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 114 XPO shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in XPO in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's XPO position peaked at $89K in Q2 2020.
  • 412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.