IAM Advisory’s XPO XPO Stock Holding History

IAM Advisory’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
2023 Q1	–	Sell	-12,029	Closed	-$400K	–	101
2022 Q4	$400K	Sell	12,029 -2,236	-16%	-$75.3K	0.15%	67
2022 Q3	$377K	Buy	14,265 +841	+6%	+$26.2K	0.16%	61
2022 Q2	$384K	Buy	+13,424	New	+$427K	0.16%	61

Other funds holding XPO

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

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

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

OAG

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

IAM Advisory's XPO Position: Q1 2023 in Review

IAM Advisory sold out of XPO (XPO) in Q1 2023, closing a stake of 12,029 shares — an estimated $400K sold.

IAM Advisory first reported a position in XPO in Q2 2022 and held it in 3 quarters. The position peaked at $400K in Q4 2022. 383 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

IAM Advisory reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
IAM Advisory sold 12,029 XPO shares in Q1 2023, an estimated $400K.
IAM Advisory first reported a position in XPO in Q2 2022 and held it in 3 quarters.
IAM Advisory's XPO position peaked at $400K in Q4 2022.
383 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.