HighPoint Advisor Group’s XPO XPO Stock Holding History

HighPoint Advisor Group’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
2025 Q1	–	Sell	-1,842	Closed	-$273K	–	696
2024 Q4	$273K	Buy	1,842 +174	+10%	+$23.5K	0.01%	540
2024 Q3	$217K	Buy	+1,668	New	+$187K	0.01%	587

Other funds holding XPO

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

OAG

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

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

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

HighPoint Advisor Group's XPO Position: Q1 2025 in Review

HighPoint Advisor Group sold out of XPO (XPO) in Q1 2025, closing a stake of 1,842 shares — an estimated $273K sold.

HighPoint Advisor Group first reported a position in XPO in Q3 2024 and held it in 2 quarters. The position peaked at $273K in Q4 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

HighPoint Advisor Group reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
HighPoint Advisor Group sold 1,842 XPO shares in Q1 2025, an estimated $273K.
HighPoint Advisor Group first reported a position in XPO in Q3 2024 and held it in 2 quarters.
HighPoint Advisor Group's XPO position peaked at $273K in Q4 2024.
525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on HighPoint Advisor Group's 13F filing for Q1 2025, filed 5 May 2025.