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IHT Wealth Management’s XPO XPO Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-1,157
Closed -$39K – 1395
2018
Q1 		$39K Hold
1,157
– – 0.01% 761
2017
Q4 		$37K Sell
1,157
-1,301
-53% -$33.3K 0.01% 790
2017
Q3 		$57K Buy
2,458
+2,169
+751% +$45.4K 0.02% 482
2017
Q2 		$1.15M Buy
+289
New +$5.41K 0.56% 34

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IHT Wealth Management's XPO Position: Q2 2018 in Review

IHT Wealth Management sold out of XPO (XPO) in Q2 2018, closing a stake of 1,157 shares — an estimated $39K sold.

IHT Wealth Management first reported a position in XPO in Q2 2017 and held it in 4 quarters. The position peaked at $1.15M in Q2 2017. 496 funds tracked by Wall St. Rank hold XPO as of Q2 2018.

  • IHT Wealth Management reported no remaining XPO position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,157 XPO shares in Q2 2018, an estimated $39K.
  • IHT Wealth Management first reported a position in XPO in Q2 2017 and held it in 4 quarters.
  • IHT Wealth Management's XPO position peaked at $1.15M in Q2 2017.
  • 496 funds tracked by Wall St. Rank held XPO as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.