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Marks Group Wealth Management’s XPO XPO Stock Holding History

Marks Group 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
2020
Q2 		– Sell
-39,259
Closed -$654K – 263
2020
Q1 		$654K Buy
39,259
+1,818
+5% +$48.6K 0.17% 137
2019
Q4 		$1.03M Buy
+37,441
New +$1.03M 0.2% 135

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Marks Group Wealth Management's XPO Position: Q2 2020 in Review

Marks Group Wealth Management sold out of XPO (XPO) in Q2 2020, closing a stake of 39,259 shares — an estimated $654K sold.

Marks Group Wealth Management first reported a position in XPO in Q4 2019 and held it in 2 quarters. The position peaked at $1.03M in Q4 2019. 401 funds tracked by Wall St. Rank hold XPO as of Q2 2020.

  • Marks Group Wealth Management reported no remaining XPO position as of Q2 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 39,259 XPO shares in Q2 2020, an estimated $654K.
  • Marks Group Wealth Management first reported a position in XPO in Q4 2019 and held it in 2 quarters.
  • Marks Group Wealth Management's XPO position peaked at $1.03M in Q4 2019.
  • 401 funds tracked by Wall St. Rank held XPO as of Q2 2020.

Based on Marks Group Wealth Management's 13F filing for Q2 2020, filed 10 Aug 2020.