Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,498
Closed -$40K 1065
2022
Q3
$40K Hold
1,498
0.01% 338
2022
Q2
$43K Buy
+1,498
New +$47.6K 0.01% 329
2021
Q3
Sell
-2,602
Closed -$126K 1044
2021
Q2
$126K Hold
2,602
0.02% 221
2021
Q1
$111K Hold
2,602
0.02% 225
2020
Q4
$107K Buy
+2,602
New +$94.3K 0.02% 220
2019
Q1
Sell
-214
Closed -$4K 898
2018
Q4
$4K Hold
214
﹤0.01% 590
2018
Q3
$8K Buy
+214
New +$7.78K ﹤0.01% 553
2017
Q3
Sell
-289
Closed -$6K 982
2017
Q2
$6K Buy
+289
New +$5.41K ﹤0.01% 605

Other funds holding XPO

Howe & Rusling's XPO Position: Q4 2022 in Review

Howe & Rusling sold out of XPO (XPO) in Q4 2022, closing a stake of 1,498 shares — an estimated $40K sold.

Howe & Rusling first reported a position in XPO in Q2 2017 and held it in 8 quarters. The position peaked at $126K in Q2 2021. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

  • Howe & Rusling reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 1,498 XPO shares in Q4 2022, an estimated $40K.
  • Howe & Rusling first reported a position in XPO in Q2 2017 and held it in 8 quarters.
  • Howe & Rusling's XPO position peaked at $126K in Q2 2021.
  • 412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.