PFO
XPO icon

Pathstone Family Office’s XPO XPO Stock Holding History

Pathstone Family Office’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
2023
Q3 		$641K Buy
+8,586
New +$593K ﹤0.01% 926
2019
Q4 		– Sell
-1,281
Closed -$31K – 638
2019
Q3 		$31K Buy
+1,281
New +$29.6K ﹤0.01% 343

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pathstone Family Office's XPO Position: Q3 2023 in Review

Pathstone Family Office opened a new position in XPO (XPO) in Q3 2023: 8,586 shares worth $641K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings. This is a return to the name: Pathstone Family Office previously reported a position in XPO as recently as Q3 2019.

Pathstone Family Office first reported a position in XPO in Q3 2019 and has held it in 2 quarters since. 424 funds tracked by Wall St. Rank hold XPO as of Q3 2023.

  • Pathstone Family Office held 8,586 shares of XPO worth $641K as of Q3 2023.
  • XPO was a new Pathstone Family Office position in Q3 2023.
  • XPO made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #926 holding.
  • Pathstone Family Office first reported a position in XPO in Q3 2019 and has held it in 2 quarters since.
  • 424 funds tracked by Wall St. Rank held XPO as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.