Focused Wealth Management’s XPO XPO Stock Holding History

Focused Wealth 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
2024 Q3	–	Sell	-2,600	Closed	-$276K	–	300
2024 Q2	$276K	Buy	+2,600	New	+$291K	0.04%	149

Other funds holding XPO

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

OAG

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

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

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

Focused Wealth Management's XPO Position: Q3 2024 in Review

Focused Wealth Management sold out of XPO (XPO) in Q3 2024, closing a stake of 300 shares — an estimated $31.8K sold.

Focused Wealth Management first reported a position in XPO in Q2 2018 and held it in 23 quarters. The position peaked at $56K in Q2 2018. 529 funds tracked by Wall St. Rank hold XPO as of Q3 2024.

Focused Wealth Management reported no remaining XPO position as of Q3 2024 after selling out during the quarter.
Focused Wealth Management sold 300 XPO shares in Q3 2024, an estimated $31.8K.
Focused Wealth Management first reported a position in XPO in Q2 2018 and held it in 23 quarters.
Focused Wealth Management's XPO position peaked at $56K in Q2 2018.
529 funds tracked by Wall St. Rank held XPO as of Q3 2024.

Based on Focused Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.