Foster Victor Wealth Advisors’s XPO XPO Stock Holding History

Foster Victor 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
2024 Q1	–	Sell	-35,213	Closed	-$2.94M	–	181
2023 Q4	$2.94M	Sell	35,213 -14,879	-30%	-$1.21M	0.3%	83
2023 Q3	$3.86M	Sell	50,092 -12,451	-20%	-$859K	0.45%	73
2023 Q2	$3.66M	Sell	62,543 -26,301	-30%	-$1.19M	0.41%	78
2023 Q1	$2.67M	Buy	88,844 +4,900	+6%	+$176K	0.32%	81
2022 Q4	$3.02M	Sell	83,944 -83	-0.1%	-$2.8K	0.38%	79
2022 Q3	$2.51M	Buy	84,027 +5,195	+7%	+$162K	0.37%	75
2022 Q2	$2.21M	Buy	78,832 +22,049	+39%	+$701K	0.33%	75
2022 Q1	$2.14M	Buy	56,783 +11,206	+25%	+$468K	0.29%	77
2021 Q4	$1.91M	Buy	45,577 +7,474	+20%	+$347K	0.26%	83
2021 Q3	$1.8M	Sell	38,103 -19,149	-33%	-$960K	0.29%	81
2021 Q2	$2.77M	Buy	57,252 +10,865	+23%	+$531K	0.46%	67
2021 Q1	$2.15M	Buy	46,387 +16,698	+56%	+$693K	0.4%	71
2020 Q4	$1.22M	Buy	29,689 +9,614	+48%	+$348K	0.28%	77
2020 Q3	$588K	Buy	20,075 +11,962	+147%	+$344K	0.16%	88
2020 Q2	$217K	Buy	+8,113	New	+$194K	0.07%	111

Other funds holding XPO

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

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

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

Fidelity Investments

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

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return