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Harvest Group Wealth Management’s XPO XPO Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-127
Closed -$3K – 1057
2019
Q4 		$3K Hold
127
– – ﹤0.01% 554
2019
Q3 		$3K Buy
127
+58
+84% +$1.34K ﹤0.01% 608
2019
Q2 		$1K Buy
+69
New +$1.41K ﹤0.01% 839

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
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Harvest Group Wealth Management's XPO Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of XPO (XPO) in Q1 2020, closing a stake of 127 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in XPO in Q2 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 380 funds tracked by Wall St. Rank hold XPO as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining XPO position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 127 XPO shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in XPO in Q2 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's XPO position peaked at $3K in Q4 2019.
  • 380 funds tracked by Wall St. Rank held XPO as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.