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 – 810
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 $4.83B AUM 65.74% 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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

J.W. Cole Advisors's XPO Position: Q2 2024 in Review

J.W. Cole Advisors sold out of XPO (XPO) in Q2 2024, closing a stake of 2,232 shares — an estimated $272K sold.

J.W. Cole Advisors first reported a position in XPO in Q1 2021 and held it in 5 quarters. The position peaked at $286K in Q2 2021. 508 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

  • J.W. Cole Advisors reported no remaining XPO position as of Q2 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,232 XPO shares in Q2 2024, an estimated $272K.
  • J.W. Cole Advisors first reported a position in XPO in Q1 2021 and held it in 5 quarters.
  • J.W. Cole Advisors's XPO position peaked at $286K in Q2 2021.
  • 508 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on J.W. Cole Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.