NFSG
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Newbridge Financial Services Group’s XPO XPO Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-236
Closed -$6K – 1518
2022
Q3 		$6K Hold
236
– – ﹤0.01% 1023
2022
Q2 		$7K Buy
236
+137
+138% +$4.36K ﹤0.01% 956
2022
Q1 		$4K Hold
99
– – ﹤0.01% 1164
2021
Q4 		$5K Hold
99
– – ﹤0.01% 1091
2021
Q3 		$5K Sell
99
-72
-42% -$3.61K ﹤0.01% 1028
2021
Q2 		$8K Hold
171
– – ﹤0.01% 1038
2021
Q1 		$7K Hold
171
– – 0.01% 987
2020
Q4 		$7K Hold
171
– – 0.01% 798
2020
Q3 		$5K Buy
+171
New +$4.92K ﹤0.01% 819

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Newbridge Financial Services Group's XPO Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of XPO (XPO) in Q4 2022, closing a stake of 236 shares — an estimated $6K sold.

Newbridge Financial Services Group first reported a position in XPO in Q3 2020 and held it in 9 quarters. The position peaked at $8K in Q2 2021. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 236 XPO shares in Q4 2022, an estimated $6K.
  • Newbridge Financial Services Group first reported a position in XPO in Q3 2020 and held it in 9 quarters.
  • Newbridge Financial Services Group's XPO position peaked at $8K in Q2 2021.
  • 412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.