Paces Ferry Wealth Advisors’s XPO XPO Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-32	Closed	-$1K	–	1130
2020 Q3	$1K	Buy	+32	New	+$921	﹤0.01%	1010

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Paces Ferry Wealth Advisors's XPO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of XPO (XPO) in Q4 2020, closing a stake of 32 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in XPO in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 481 funds tracked by Wall St. Rank hold XPO as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining XPO position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 32 XPO shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in XPO in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's XPO position peaked at $1K in Q3 2020.
481 funds tracked by Wall St. Rank held XPO as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.