Herold Advisors’s XPO XPO Stock Holding History

Herold Advisors’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 Q2	–	Sell	-1,262	Closed	-$54.6K	–	691
2022 Q1	$54.6K	Buy	+1,262	New	+$52.8K	0.02%	367
2021 Q4	–	Sell	-1,262	Closed	-$59K	–	666
2021 Q3	$59K	Buy	+1,262	New	+$63.2K	0.02%	350

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Herold Advisors's XPO Position: Q2 2022 in Review

Herold Advisors sold out of XPO (XPO) in Q2 2022, closing a stake of 1,262 shares — an estimated $54.6K sold.

Herold Advisors first reported a position in XPO in Q3 2021 and held it in 2 quarters. The position peaked at $59K in Q3 2021. 436 funds tracked by Wall St. Rank hold XPO as of Q2 2022.

Herold Advisors reported no remaining XPO position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,262 XPO shares in Q2 2022, an estimated $54.6K.
Herold Advisors first reported a position in XPO in Q3 2021 and held it in 2 quarters.
Herold Advisors's XPO position peaked at $59K in Q3 2021.
436 funds tracked by Wall St. Rank held XPO as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.