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ORG Wealth Partners’s XPO XPO Stock Holding History

ORG Wealth Partners’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
Q4 		– Sell
-237
Closed -$25.5K – 547
2024
Q3 		$25.5K Buy
+237
New +$26.5K 0.01% 316

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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 World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

ORG Wealth Partners's XPO Position: Q4 2024 in Review

ORG Wealth Partners sold out of XPO (XPO) in Q4 2024, closing a stake of 237 shares — an estimated $25.5K sold.

ORG Wealth Partners first reported a position in XPO in Q3 2024 and held it in 1 quarter. The position peaked at $25.5K in Q3 2024. 543 funds tracked by Wall St. Rank hold XPO as of Q4 2024.

  • ORG Wealth Partners reported no remaining XPO position as of Q4 2024 after selling out during the quarter.
  • ORG Wealth Partners sold 237 XPO shares in Q4 2024, an estimated $25.5K.
  • ORG Wealth Partners first reported a position in XPO in Q3 2024 and held it in 1 quarter.
  • ORG Wealth Partners's XPO position peaked at $25.5K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held XPO as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.