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Lenox Wealth Advisors’s XPO XPO Stock Holding History

Lenox Wealth 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
2022
Q1 		– Sell
-13
Closed -$1K – 1023
2021
Q4 		$1K Buy
+13
New +$604 ﹤0.01% 932

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Lenox Wealth Advisors's XPO Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of XPO (XPO) in Q1 2022, closing a stake of 13 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in XPO in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 464 funds tracked by Wall St. Rank hold XPO as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining XPO position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 13 XPO shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in XPO in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's XPO position peaked at $1K in Q4 2021.
  • 464 funds tracked by Wall St. Rank held XPO as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.