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Impact Partnership Wealth’s XPO XPO Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-50
Closed -$3.73K – 1102
2023
Q3 		$3.73K Sell
50
-9,658
-99% -$667K ﹤0.01% 738
2023
Q2 		$573K Buy
+9,708
New +$440K 0.2% 54

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Impact Partnership Wealth's XPO Position: Q4 2023 in Review

Impact Partnership Wealth sold out of XPO (XPO) in Q4 2023, closing a stake of 50 shares — an estimated $3.73K sold.

Impact Partnership Wealth first reported a position in XPO in Q2 2023 and held it in 2 quarters. The position peaked at $573K in Q2 2023. 468 funds tracked by Wall St. Rank hold XPO as of Q4 2023.

  • Impact Partnership Wealth reported no remaining XPO position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 50 XPO shares in Q4 2023, an estimated $3.73K.
  • Impact Partnership Wealth first reported a position in XPO in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's XPO position peaked at $573K in Q2 2023.
  • 468 funds tracked by Wall St. Rank held XPO as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.