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MinichMacGregor Wealth Management’s XPO XPO Stock Holding History

MinichMacGregor 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
2023
Q1 		– Sell
-699
Closed -$23.3K – 675
2022
Q4 		$23.3K Buy
+699
New +$23.5K 0.01% 289

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

MinichMacGregor Wealth Management's XPO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of XPO (XPO) in Q1 2023, closing a stake of 699 shares — an estimated $23.3K sold.

MinichMacGregor Wealth Management first reported a position in XPO in Q4 2022 and held it in 1 quarter. The position peaked at $23.3K in Q4 2022. 383 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 699 XPO shares in Q1 2023, an estimated $23.3K.
  • MinichMacGregor Wealth Management first reported a position in XPO in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's XPO position peaked at $23.3K in Q4 2022.
  • 383 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.