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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 – 596
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 $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 $3.37T AUM 44.26% 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

Mascoma Wealth Management's XPO Position: Q1 2025 in Review

Mascoma Wealth Management sold out of XPO (XPO) in Q1 2025, closing a stake of 35 shares — an estimated $4.59K sold.

Mascoma Wealth Management first reported a position in XPO in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

  • Mascoma Wealth Management reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 35 XPO shares in Q1 2025, an estimated $4.59K.
  • Mascoma Wealth Management first reported a position in XPO in Q4 2021 and held it in 7 quarters.
  • Mascoma Wealth Management's XPO position peaked at $5K in Q1 2022.
  • 525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.