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Next Financial Group’s XPO XPO Stock Holding History

Next Financial 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
2021
Q4 		$2K Sell
56
-13
-19% -$604 ﹤0.01% 2662
2021
Q3 		$3K Sell
69
-1,299
-95% -$65.1K ﹤0.01% 2421
2021
Q2 		$66K Buy
1,368
+96
+8% +$4.69K 0.01% 1278
2021
Q1 		$54K Hold
1,272
– – ﹤0.01% 1251
2020
Q4 		$52K Buy
+1,272
New +$46.1K 0.01% 1194
2020
Q2 		– Sell
-1,047
Closed -$18K – 1912
2020
Q1 		$18K Sell
1,047
-694
-40% -$18.5K ﹤0.01% 1321
2019
Q4 		$48K Sell
1,741
-1,136
-39% -$31.2K 0.01% 1205
2019
Q3 		$71K Buy
2,877
+627
+28% +$14.5K 0.01% 1027
2019
Q2 		$45K Sell
2,250
-173
-7% -$3.52K ﹤0.01% 1204
2019
Q1 		$45K Sell
2,423
-10,640
-81% -$204K 0.01% 765
2018
Q4 		$258K Buy
13,063
+9,790
+299% +$271K 0.05% 331
2018
Q3 		$129K Buy
+3,273
New +$119K 0.06% 296
2017
Q4 		– Sell
-665
Closed -$15K – 1447
2017
Q3 		$15K Hold
665
– – ﹤0.01% 1072
2017
Q2 		$15K Hold
665
– – ﹤0.01% 1190
2017
Q1 		$11K Hold
665
– – ﹤0.01% 1256
2016
Q4 		$10K Hold
665
– – ﹤0.01% 1667
2016
Q3 		$8K Hold
665
– – ﹤0.01% 1778
2016
Q2 		$6K Hold
665
– – ﹤0.01% 1380
2016
Q1 		$7K Hold
665
– – ﹤0.01% 1296
2015
Q4 		$6K Sell
665
-1,446
-68% -$14.4K ﹤0.01% 1349
2015
Q3 		$17K Hold
2,111
– – 0.01% 1023
2015
Q2 		$32K Hold
2,111
– – 0.01% 829
2015
Q1 		$33K Buy
2,111
+1,822
+630% +$26.4K 0.01% 812
2014
Q4 		$4K Hold
289
– – ﹤0.01% 1601
2014
Q3 		$4K Buy
+289
New +$3.15K ﹤0.01% 2174

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Next Financial Group's XPO Position: Q4 2021 in Review

Next Financial Group reduced its XPO (XPO) stake by 19% in Q4 2021, selling an estimated $604 and leaving 56 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Next Financial Group first reported a position in XPO in Q3 2014 and has held it in 25 quarters since. The position peaked at $258K in Q4 2018. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • Next Financial Group held 56 shares of XPO worth $2K as of Q4 2021.
  • Next Financial Group sold 13 XPO shares in Q4 2021, an estimated $604.
  • XPO made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2662 holding.
  • Next Financial Group first reported a position in XPO in Q3 2014 and has held it in 25 quarters since.
  • Next Financial Group's XPO position peaked at $258K in Q4 2018.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.