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Money Concepts Capital’s XPO XPO Stock Holding History

Money Concepts Capital’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
-773
Closed -$25.7K – 2951
2022
Q4 		$25.7K Buy
773
+605
+360% +$20.4K ﹤0.01% 1547
2022
Q3 		$4K Sell
168
-505
-75% -$15.7K ﹤0.01% 1293
2022
Q2 		$19K Sell
673
-505
-43% -$16.1K ﹤0.01% 908
2022
Q1 		$51K Buy
+1,178
New +$49.2K ﹤0.01% 1228

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Money Concepts Capital's XPO Position: Q1 2023 in Review

Money Concepts Capital sold out of XPO (XPO) in Q1 2023, closing a stake of 773 shares — an estimated $25.7K sold.

Money Concepts Capital first reported a position in XPO in Q1 2022 and held it in 4 quarters. The position peaked at $51K in Q1 2022. 384 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • Money Concepts Capital reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 773 XPO shares in Q1 2023, an estimated $25.7K.
  • Money Concepts Capital first reported a position in XPO in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's XPO position peaked at $51K in Q1 2022.
  • 384 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.