MBE Wealth Management’s XPO XPO Stock Holding History

MBE 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	-289	Closed	-$4K	–	546
2020 Q1	$4K	Buy	+289	New	+$7.72K	﹤0.01%	412

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

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 Boston, Massachusetts $2.9T AUM 29.55% 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

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

MBE Wealth Management's XPO Position: Q2 2020 in Review

MBE Wealth Management sold out of XPO (XPO) in Q2 2020, closing a stake of 289 shares — an estimated $4K sold.

MBE Wealth Management first reported a position in XPO in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 401 funds tracked by Wall St. Rank hold XPO as of Q2 2020.

MBE Wealth Management reported no remaining XPO position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 289 XPO shares in Q2 2020, an estimated $4K.
MBE Wealth Management first reported a position in XPO in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's XPO position peaked at $4K in Q1 2020.
401 funds tracked by Wall St. Rank held XPO as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.