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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

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Fidelity Investments
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OAG
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return