KPCM
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Kings Point Capital Management’s XPO XPO Stock Holding History

Kings Point Capital Management’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
Q1 		– Sell
-1,735
Closed -$72K – 569
2020
Q4 		$72K Hold
1,735
– – 0.01% 281
2020
Q3 		$51K Buy
+1,735
New +$49.9K 0.01% 313

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
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Kings Point Capital Management's XPO Position: Q1 2021 in Review

Kings Point Capital Management sold out of XPO (XPO) in Q1 2021, closing a stake of 1,735 shares — an estimated $72K sold.

Kings Point Capital Management first reported a position in XPO in Q3 2020 and held it in 2 quarters. The position peaked at $72K in Q4 2020. 506 funds tracked by Wall St. Rank hold XPO as of Q1 2021.

  • Kings Point Capital Management reported no remaining XPO position as of Q1 2021 after selling out during the quarter.
  • Kings Point Capital Management sold 1,735 XPO shares in Q1 2021, an estimated $72K.
  • Kings Point Capital Management first reported a position in XPO in Q3 2020 and held it in 2 quarters.
  • Kings Point Capital Management's XPO position peaked at $72K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held XPO as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.