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Glassman Wealth Services’s XPO XPO Stock Holding History

Glassman Wealth Services’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
-8
Closed -$701 – 1866
2023
Q4 		$701 Sell
8
-2
-20% -$163 ﹤0.01% 1642
2023
Q3 		$747 Hold
10
– – ﹤0.01% 1640
2023
Q2 		$590 Hold
10
– – ﹤0.01% 1601
2023
Q1 		$319 Buy
10
+3
+43% +$108 ﹤0.01% 1694
2022
Q4 		$233 Sell
7
-5
-42% -$168 ﹤0.01% 1754
2022
Q3 		$0 Sell
12
-54
-82% -$1.68K ﹤0.01% 2027
2022
Q2 		$2K Buy
66
+22
+50% +$700 ﹤0.01% 1305
2022
Q1 		$2K Buy
44
+39
+780% +$1.63K ﹤0.01% 1288
2021
Q4 		$0 Sell
5
-7
-58% -$325 ﹤0.01% 1961
2021
Q3 		$1K Buy
+12
New +$601 ﹤0.01% 1505
2020
Q1 		– Sell
-14
Closed – – 1622
2019
Q4 		$0 Hold
14
– – ﹤0.01% 1521
2019
Q3 		$0 Hold
14
– – ﹤0.01% 1407
2019
Q2 		$0 Sell
14
-32
-70% -$652 ﹤0.01% 1401
2019
Q1 		$1K Buy
+46
New +$883 ﹤0.01% 925
2018
Q4 		– Sell
-9
Closed – – 1003
2018
Q3 		$0 Hold
9
– – ﹤0.01% 976
2018
Q2 		$0 Hold
9
– – ﹤0.01% 972
2018
Q1 		$0 Hold
9
– – ﹤0.01% 943
2017
Q4 		$0 Buy
+9
New +$230 ﹤0.01% 807

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

Glassman Wealth Services's XPO Position: Q1 2024 in Review

Glassman Wealth Services sold out of XPO (XPO) in Q1 2024, closing a stake of 8 shares — an estimated $701 sold.

Glassman Wealth Services first reported a position in XPO in Q4 2017 and held it in 18 quarters. The position peaked at $2K in Q2 2022. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

  • Glassman Wealth Services reported no remaining XPO position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 8 XPO shares in Q1 2024, an estimated $701.
  • Glassman Wealth Services first reported a position in XPO in Q4 2017 and held it in 18 quarters.
  • Glassman Wealth Services's XPO position peaked at $2K in Q2 2022.
  • 527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.