Modera Wealth Management’s XPO XPO Stock Holding History

Modera 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	–	Sell	-4,669	Closed	-$215K	–	599
2021 Q4	$215K	Buy	+4,669	New	+$217K	0.01%	543

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Modera Wealth Management sold out of XPO (XPO) in Q1 2022, closing a stake of 4,669 shares — an estimated $215K sold.

Modera Wealth Management first reported a position in XPO in Q4 2021 and held it in 1 quarter. The position peaked at $215K in Q4 2021. 463 funds tracked by Wall St. Rank hold XPO as of Q1 2022.

Modera Wealth Management reported no remaining XPO position as of Q1 2022 after selling out during the quarter.
Modera Wealth Management sold 4,669 XPO shares in Q1 2022, an estimated $215K.
Modera Wealth Management first reported a position in XPO in Q4 2021 and held it in 1 quarter.
Modera Wealth Management's XPO position peaked at $215K in Q4 2021.
463 funds tracked by Wall St. Rank held XPO as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.