JWCA
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J.W. Cole Advisors’s XPO XPO Stock Holding History

J.W. Cole Advisors’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
2024
Q2 		– Sell
-2,232
Closed -$272K – 954
2024
Q1 		$272K Buy
+2,232
New +$239K 0.01% 724
2022
Q2 		– Sell
-5,145
Closed -$223K – 832
2022
Q1 		$223K Buy
5,145
+480
+10% +$20.1K 0.01% 718
2021
Q4 		$215K Buy
+4,665
New +$217K 0.01% 761
2021
Q3 		– Sell
-5,910
Closed -$286K – 811
2021
Q2 		$286K Buy
5,910
+1,214
+26% +$59.3K 0.02% 595
2021
Q1 		$200K Buy
+4,696
New +$195K 0.02% 631

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return