Liberty Wealth Management’s XPO XPO Stock Holding History

Liberty Wealth 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 Q2	–	Sell	-6	Closed	–	–	1196
2021 Q1	$0	Hold	6	–	–	﹤0.01%	1052
2020 Q4	$0	Buy	+6	New	+$217	﹤0.01%	1085

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Liberty Wealth Management's XPO Position: Q2 2021 in Review

Liberty Wealth Management sold out of XPO (XPO) in Q2 2021, closing a stake of 6 shares.

Liberty Wealth Management first reported a position in XPO in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 558 funds tracked by Wall St. Rank hold XPO as of Q2 2021.

Liberty Wealth Management reported no remaining XPO position as of Q2 2021 after selling out during the quarter.
Liberty Wealth Management sold 6 XPO shares in Q2 2021.
Liberty Wealth Management first reported a position in XPO in Q4 2020 and held it in 2 quarters.
Liberty Wealth Management's XPO position peaked at $0 in Q1 2021.
558 funds tracked by Wall St. Rank held XPO as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.