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IronBridge Private Wealth’s XPO XPO Stock Holding History

IronBridge Private 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
2021
Q4 		– Sell
-438
Closed -$21K – 339
2021
Q3 		$21K Sell
438
-314
-42% -$15.7K 0.01% 95
2021
Q2 		$36K Hold
752
– – 0.02% 73
2021
Q1 		$32K Hold
752
– – 0.02% 79
2020
Q4 		$31K Buy
+752
New +$27.2K 0.02% 72

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

IronBridge Private Wealth's XPO Position: Q4 2021 in Review

IronBridge Private Wealth sold out of XPO (XPO) in Q4 2021, closing a stake of 438 shares — an estimated $21K sold.

IronBridge Private Wealth first reported a position in XPO in Q4 2020 and held it in 4 quarters. The position peaked at $36K in Q2 2021. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • IronBridge Private Wealth reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 438 XPO shares in Q4 2021, an estimated $21K.
  • IronBridge Private Wealth first reported a position in XPO in Q4 2020 and held it in 4 quarters.
  • IronBridge Private Wealth's XPO position peaked at $36K in Q2 2021.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on IronBridge Private Wealth's 13F filing for Q4 2021, filed 17 Feb 2022.