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Future Financial Wealth Management’s XPO XPO Stock Holding History

Future Financial 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
2025
Q4 		– Sell
-723
Closed -$93.5K – 449
2025
Q3 		$93.5K Hold
723
– – 0.06% 179
2025
Q2 		$91.3K Hold
723
– – 0.06% 170
2025
Q1 		$77.8K Sell
723
-4
-0.6% -$508 0.06% 185
2024
Q4 		$95.3K Hold
727
– – 0.07% 161
2024
Q3 		$78.2K Buy
+727
New +$81.4K 0.06% 199
2024
Q2 		– Sell
-727
Closed -$88.7K – 483
2024
Q1 		$88.7K Buy
+727
New +$77.8K 0.07% 182
2022
Q2 		– Sell
-2,738
Closed -$118K – 516
2022
Q1 		$118K Sell
2,738
-105
-4% -$4.39K 0.1% 164
2021
Q4 		$128K Sell
2,843
-1,221
-30% -$56.7K 0.1% 167
2021
Q3 		$338K Sell
4,064
-2,919
-42% -$146K 0.35% 81
2021
Q2 		$338K Hold
6,983
– – 0.35% 81
2021
Q1 		$298K Hold
6,983
– – 0.34% 79
2020
Q4 		$288K Buy
+6,983
New +$253K 0.33% 87

Other funds holding XPO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return