Fiduciary Alliance’s XPO XPO Stock Holding History

Fiduciary Alliance’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 Q3	–	Sell	-10	Closed	-$590	–	970
2023 Q2	$590	Buy	+10	New	+$453	﹤0.01%	912
2023 Q1	–	Sell	-10	Closed	-$333	–	884
2022 Q4	$333	Buy	+10	New	+$337	﹤0.01%	873

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

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

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

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

OAG

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Fiduciary Alliance's XPO Position: Q3 2023 in Review

Fiduciary Alliance sold out of XPO (XPO) in Q3 2023, closing a stake of 10 shares — an estimated $590 sold.

Fiduciary Alliance first reported a position in XPO in Q4 2022 and held it in 2 quarters. The position peaked at $590 in Q2 2023. 425 funds tracked by Wall St. Rank hold XPO as of Q3 2023.

Fiduciary Alliance reported no remaining XPO position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 10 XPO shares in Q3 2023, an estimated $590.
Fiduciary Alliance first reported a position in XPO in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's XPO position peaked at $590 in Q2 2023.
425 funds tracked by Wall St. Rank held XPO as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.