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OneAscent Wealth Management’s XPO XPO Stock Holding History

OneAscent 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
2024
Q1 		– Sell
-2,392
Closed -$209K – 199
2023
Q4 		$209K Sell
2,392
-553
-19% -$45.1K 0.08% 160
2023
Q3 		$220K Buy
+2,945
New +$203K 0.1% 149
2021
Q1 		$220K Buy
+5,152
New +$214K 0.09% 192

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

OneAscent Wealth Management's XPO Position: Q1 2024 in Review

OneAscent Wealth Management sold out of XPO (XPO) in Q1 2024, closing a stake of 2,392 shares — an estimated $209K sold.

OneAscent Wealth Management first reported a position in XPO in Q1 2021 and held it in 3 quarters. The position peaked at $220K in Q3 2023. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

  • OneAscent Wealth Management reported no remaining XPO position as of Q1 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 2,392 XPO shares in Q1 2024, an estimated $209K.
  • OneAscent Wealth Management first reported a position in XPO in Q1 2021 and held it in 3 quarters.
  • OneAscent Wealth Management's XPO position peaked at $220K in Q3 2023.
  • 527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on OneAscent Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.