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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

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Foster Victor Wealth Advisors's XPO Position: Q1 2024 in Review

Foster Victor Wealth Advisors sold out of XPO (XPO) in Q1 2024, closing a stake of 35,213 shares — an estimated $2.94M sold.

Foster Victor Wealth Advisors first reported a position in XPO in Q2 2020 and held it in 15 quarters. The position peaked at $3.86M in Q3 2023. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

  • Foster Victor Wealth Advisors reported no remaining XPO position as of Q1 2024 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 35,213 XPO shares in Q1 2024, an estimated $2.94M.
  • Foster Victor Wealth Advisors first reported a position in XPO in Q2 2020 and held it in 15 quarters.
  • Foster Victor Wealth Advisors's XPO position peaked at $3.86M in Q3 2023.
  • 527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.