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Financial Advocates Investment Management’s XPO XPO Stock Holding History

Financial Advocates Investment Management’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
-21,690
Closed -$722K – 832
2022
Q4 		$722K Buy
+21,690
New +$731K 0.05% 362

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 $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $9.73B AUM 55.65% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

Financial Advocates Investment Management's XPO Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of XPO (XPO) in Q1 2023, closing a stake of 21,690 shares — an estimated $722K sold.

Financial Advocates Investment Management first reported a position in XPO in Q4 2022 and held it in 1 quarter. The position peaked at $722K in Q4 2022. 384 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 21,690 XPO shares in Q1 2023, an estimated $722K.
  • Financial Advocates Investment Management first reported a position in XPO in Q4 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's XPO position peaked at $722K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.