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OneDigital Investment Advisors’s XPO XPO Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-396
Closed -$8K – 1175
2019
Q2 		$8K Sell
396
-5,783
-94% -$118K ﹤0.01% 992
2019
Q1 		$115K Buy
6,179
+5,485
+790% +$105K 0.02% 354
2018
Q4 		$14K Buy
694
+78
+13% +$2.16K ﹤0.01% 785
2018
Q3 		$24K Hold
616
– – 0.01% 611
2018
Q2 		$21K Buy
+616
New +$22.4K ﹤0.01% 796

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

OneDigital Investment Advisors's XPO Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of XPO (XPO) in Q3 2019, closing a stake of 396 shares — an estimated $8K sold.

OneDigital Investment Advisors first reported a position in XPO in Q2 2018 and held it in 5 quarters. The position peaked at $115K in Q1 2019. 366 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 396 XPO shares in Q3 2019, an estimated $8K.
  • OneDigital Investment Advisors first reported a position in XPO in Q2 2018 and held it in 5 quarters.
  • OneDigital Investment Advisors's XPO position peaked at $115K in Q1 2019.
  • 366 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.