Kore Private Wealth’s XPO XPO Stock Holding History

Kore 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
2020 Q3	–	Sell	-2,342	Closed	-$62K	–	1107
2020 Q2	$62K	Buy	2,342 +622	+36%	+$14.9K	0.01%	419
2020 Q1	$29K	Buy	+1,720	New	+$46K	0.01%	528

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Kore Private Wealth's XPO Position: Q3 2020 in Review

Kore Private Wealth sold out of XPO (XPO) in Q3 2020, closing a stake of 2,342 shares — an estimated $62K sold.

Kore Private Wealth first reported a position in XPO in Q1 2020 and held it in 2 quarters. The position peaked at $62K in Q2 2020. 418 funds tracked by Wall St. Rank hold XPO as of Q3 2020.

Kore Private Wealth reported no remaining XPO position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 2,342 XPO shares in Q3 2020, an estimated $62K.
Kore Private Wealth first reported a position in XPO in Q1 2020 and held it in 2 quarters.
Kore Private Wealth's XPO position peaked at $62K in Q2 2020.
418 funds tracked by Wall St. Rank held XPO as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.