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LGT Financial Advisors’s XPO XPO Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-110
Closed -$14.4K – 740
2024
Q4 		$14.4K Hold
110
– – 0.03% 376
2024
Q3 		$11.8K Hold
110
– – 0.03% 386
2024
Q2 		$11.7K Hold
110
– – 0.02% 432
2024
Q1 		$13.4K Hold
110
– – 0.02% 445
2023
Q4 		$9.63K Buy
+110
New +$8.96K 0.01% 497

Other funds holding XPO

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
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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LGT Financial Advisors's XPO Position: Q1 2025 in Review

LGT Financial Advisors sold out of XPO (XPO) in Q1 2025, closing a stake of 110 shares — an estimated $14.4K sold.

LGT Financial Advisors first reported a position in XPO in Q4 2023 and held it in 5 quarters. The position peaked at $14.4K in Q4 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

  • LGT Financial Advisors reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 110 XPO shares in Q1 2025, an estimated $14.4K.
  • LGT Financial Advisors first reported a position in XPO in Q4 2023 and held it in 5 quarters.
  • LGT Financial Advisors's XPO position peaked at $14.4K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.