GW
XPO icon

GW & Wade’s XPO XPO Stock Holding History

GW & Wade’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
2021
Q3 		– Sell
-4,670
Closed -$226K – 394
2021
Q2 		$226K Buy
+4,670
New +$228K 0.01% 358

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

GW & Wade's XPO Position: Q3 2021 in Review

GW & Wade sold out of XPO (XPO) in Q3 2021, closing a stake of 4,670 shares — an estimated $226K sold.

GW & Wade first reported a position in XPO in Q2 2021 and held it in 1 quarter. The position peaked at $226K in Q2 2021. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

  • GW & Wade reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
  • GW & Wade sold 4,670 XPO shares in Q3 2021, an estimated $226K.
  • GW & Wade first reported a position in XPO in Q2 2021 and held it in 1 quarter.
  • GW & Wade's XPO position peaked at $226K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on GW & Wade's 13F filing for Q3 2021, filed 3 Nov 2021.