Paragon Wealth Strategies’s XPO XPO Stock Holding History

Paragon Wealth Strategies’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
2021 Q3	–	Sell	-217	Closed	-$10K	–	281
2021 Q2	$10K	Buy	+217	New	+$10.6K	﹤0.01%	184

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Paragon Wealth Strategies's XPO Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of XPO (XPO) in Q3 2021, closing a stake of 217 shares — an estimated $10K sold.

Paragon Wealth Strategies first reported a position in XPO in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 485 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

Paragon Wealth Strategies reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
Paragon Wealth Strategies sold 217 XPO shares in Q3 2021, an estimated $10K.
Paragon Wealth Strategies first reported a position in XPO in Q2 2021 and held it in 1 quarter.
Paragon Wealth Strategies's XPO position peaked at $10K in Q2 2021.
485 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.