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	–	1871
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%	944
2017 Q4	$0	Buy	+9	New	+$230	﹤0.01%	808

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