Heritage Financial Services’s XPO XPO Stock Holding History

Heritage Financial 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
2022 Q3	–	Sell	-45	Closed	-$1K	–	515
2022 Q2	$1K	Buy	+45	New	+$1.43K	﹤0.01%	501

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Heritage Financial Services's XPO Position: Q3 2022 in Review

Heritage Financial Services sold out of XPO (XPO) in Q3 2022, closing a stake of 45 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in XPO in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 427 funds tracked by Wall St. Rank hold XPO as of Q3 2022.

Heritage Financial Services reported no remaining XPO position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 45 XPO shares in Q3 2022, an estimated $1K.
Heritage Financial Services first reported a position in XPO in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's XPO position peaked at $1K in Q2 2022.
427 funds tracked by Wall St. Rank held XPO as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.