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Golden State Wealth Management’s XPO XPO Stock Holding History

Golden State 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
2022
Q1 		$1.01M Buy
23,405
+15,187
+185% +$635K 0.2% 100
2021
Q4 		$378K Buy
8,218
+140
+2% +$6.51K 0.07% 256
2021
Q3 		$382K Sell
8,078
-5,205
-39% -$261K 0.08% 198
2021
Q2 		$643K Buy
+13,283
New +$649K 0.14% 136

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Golden State Wealth Management's XPO Position: Q1 2022 in Review

Golden State Wealth Management increased its XPO (XPO) stake by 185% in Q1 2022, buying an estimated $635K and bringing the position to 23,405 shares worth $1.01M. The position accounts for 0.2% of the portfolio, ranked #100.

Golden State Wealth Management first reported a position in XPO in Q2 2021 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold XPO as of Q1 2022.

  • Golden State Wealth Management held 23,405 shares of XPO worth $1.01M as of Q1 2022.
  • Golden State Wealth Management bought 15,187 XPO shares in Q1 2022, an estimated $635K.
  • XPO made up 0.2% of Golden State Wealth Management's portfolio in Q1 2022, its #100 holding.
  • Golden State Wealth Management first reported a position in XPO in Q2 2021 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held XPO as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.