Exencial Wealth Advisors’s XPO XPO Stock Holding History

Exencial Wealth Advisors’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
2021 Q3	–	Sell	-5,069	Closed	-$245K	–	475
2021 Q2	$245K	Buy	+5,069	New	+$248K	0.01%	405

Other funds holding XPO

OAG

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

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

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

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

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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Exencial Wealth Advisors's XPO Position: Q3 2021 in Review

Exencial Wealth Advisors sold out of XPO (XPO) in Q3 2021, closing a stake of 5,069 shares — an estimated $245K sold.

Exencial Wealth Advisors first reported a position in XPO in Q2 2021 and held it in 1 quarter. The position peaked at $245K in Q2 2021. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

Exencial Wealth Advisors reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
Exencial Wealth Advisors sold 5,069 XPO shares in Q3 2021, an estimated $245K.
Exencial Wealth Advisors first reported a position in XPO in Q2 2021 and held it in 1 quarter.
Exencial Wealth Advisors's XPO position peaked at $245K in Q2 2021.
484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on Exencial Wealth Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.