MWM
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Mascoma Wealth Management’s XPO XPO Stock Holding History

Mascoma 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
2025
Q1 		– Sell
-35
Closed -$4.59K – 544
2024
Q4 		$4.59K Buy
+35
New +$4.73K ﹤0.01% 416
2023
Q2 		– Sell
-70
Closed -$3.09K – 686
2023
Q1 		$3.09K Hold
70
– – ﹤0.01% 528
2022
Q4 		$2.33K Sell
70
-48
-41% -$1.62K ﹤0.01% 556
2022
Q3 		$3K Hold
118
– – ﹤0.01% 551
2022
Q2 		$3K Hold
118
– – ﹤0.01% 561
2022
Q1 		$5K Hold
118
– – ﹤0.01% 513
2021
Q4 		$5K Buy
+118
New +$5.48K ﹤0.01% 463

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return