MWC
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MBM Wealth Consultants’s XPO XPO Stock Holding History

MBM Wealth Consultants’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
2023
Q2 		– Sell
-40
Closed -$1K – 274
2023
Q1 		$1K Hold
40
– – ﹤0.01% 275
2022
Q4 		$1K Sell
40
-1,009
-96% -$34K ﹤0.01% 345
2022
Q3 		$29K Sell
1,049
-70
-6% -$2.18K 0.01% 175
2022
Q2 		$32K Hold
1,119
– – 0.02% 177
2022
Q1 		$48K Sell
1,119
-396
-26% -$16.6K 0.02% 183
2021
Q4 		$70K Sell
1,515
-4,569
-75% -$212K 0.03% 141
2021
Q3 		$288K Sell
6,084
-3,903
-39% -$196K 0.13% 80
2021
Q2 		$483K Sell
9,987
-500
-5% -$24.4K 0.23% 55
2021
Q1 		$448K Sell
10,487
-405
-4% -$16.8K 0.23% 54
2020
Q4 		$449K Sell
10,892
-856
-7% -$31K 0.24% 49
2020
Q3 		$344K Buy
11,748
+879
+8% +$25.3K 0.22% 58
2020
Q2 		$290K Sell
10,869
-2,316
-18% -$55.4K 0.2% 66
2020
Q1 		$222K Buy
13,185
+1,090
+9% +$29.1K 0.18% 74
2019
Q4 		$334K Buy
+12,095
New +$332K 0.25% 75

Other funds holding XPO

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return