Level Four Advisory Services’s XPO XPO Stock Holding History

Level Four Advisory Services’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	-10,171	Closed	-$891K	–	910
2024 Q1	$891K	Buy	10,171 +244	+2%	+$26.1K	0.05%	317
2023 Q4	$870K	Buy	9,927 +424	+4%	+$34.6K	0.05%	318
2023 Q3	$709K	Buy	+9,503	New	+$656K	0.05%	358
2018 Q3	–	Sell	-20,610	Closed	-$714K	–	627
2018 Q2	$714K	Buy	20,610 +3,262	+19%	+$118K	0.05%	309
2018 Q1	$611K	Buy	17,348 +2,868	+20%	+$95.7K	0.05%	329
2017 Q4	$459K	Buy	+14,480	New	+$370K	0.04%	373

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

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

Level Four Advisory Services's XPO Position: Q2 2024 in Review

Level Four Advisory Services sold out of XPO (XPO) in Q2 2024, closing a stake of 10,171 shares — an estimated $891K sold.

Level Four Advisory Services first reported a position in XPO in Q4 2017 and held it in 6 quarters. The position peaked at $891K in Q1 2024. 508 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

Level Four Advisory Services reported no remaining XPO position as of Q2 2024 after selling out during the quarter.
Level Four Advisory Services sold 10,171 XPO shares in Q2 2024, an estimated $891K.
Level Four Advisory Services first reported a position in XPO in Q4 2017 and held it in 6 quarters.
Level Four Advisory Services's XPO position peaked at $891K in Q1 2024.
508 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on Level Four Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.