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Institutional & Family Asset Management’s Xponential Fitness XPOF Stock Holding History

Institutional & Family Asset Management’s Portfolio XPOF Stock Details XPOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-51
Closed -$791 – 756
2023
Q3 		$791 Buy
51
+19
+59% +$373 ﹤0.01% 631
2023
Q2 		$552 Sell
32
-2
-6% -$57 ﹤0.01% 674
2023
Q1 		$1.03K Sell
34
-1
-3% -$26 ﹤0.01% 626
2022
Q4 		$803 Hold
35
– – ﹤0.01% 620
2022
Q3 		$1K Hold
35
– – ﹤0.01% 686
2022
Q2 		$0 Buy
+35
New +$630 ﹤0.01% 810

Other funds holding XPOF

VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's XPOF Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Xponential Fitness (XPOF) in Q4 2023, closing a stake of 51 shares — an estimated $791 sold.

Institutional & Family Asset Management first reported a position in XPOF in Q2 2022 and held it in 6 quarters. The position peaked at $1.03K in Q1 2023. 136 funds tracked by Wall St. Rank hold XPOF as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining Xponential Fitness position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 51 Xponential Fitness shares in Q4 2023, an estimated $791.
  • Institutional & Family Asset Management first reported a position in Xponential Fitness in Q2 2022 and held it in 6 quarters.
  • Institutional & Family Asset Management's Xponential Fitness position peaked at $1.03K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held Xponential Fitness as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.