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Midwest Wealth Management’s XPO XPO Stock Holding History

Midwest 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
2022
Q1 		$1.76M Buy
40,756
+1,978
+5% +$82.7K 1.07% 45
2021
Q4 		$1.78M Buy
38,778
+6,675
+21% +$310K 1.12% 40
2021
Q3 		$1.52M Sell
32,103
-18,210
-36% -$913K 1.04% 44
2021
Q2 		$2.43M Buy
50,313
+743
+1% +$36.3K 1.74% 15
2021
Q1 		$2.11M Buy
49,570
+1,654
+3% +$68.6K 1.72% 15
2020
Q4 		$1.98M Buy
+47,916
New +$1.74M 1.8% 13

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Midwest Wealth Management's XPO Position: Q1 2022 in Review

Midwest Wealth Management increased its XPO (XPO) stake by 5.1% in Q1 2022, buying an estimated $82.7K and bringing the position to 40,756 shares worth $1.76M. The position accounts for 1.07% of the portfolio, ranked #45.

Midwest Wealth Management first reported a position in XPO in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.43M in Q2 2021. 463 funds tracked by Wall St. Rank hold XPO as of Q1 2022.

  • Midwest Wealth Management held 40,756 shares of XPO worth $1.76M as of Q1 2022.
  • Midwest Wealth Management bought 1,978 XPO shares in Q1 2022, an estimated $82.7K.
  • XPO made up 1.07% of Midwest Wealth Management's portfolio in Q1 2022, its #45 holding.
  • Midwest Wealth Management first reported a position in XPO in Q4 2020 and has held it in 6 quarters since.
  • Midwest Wealth Management's XPO position peaked at $2.43M in Q2 2021.
  • 463 funds tracked by Wall St. Rank held XPO as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.