Perigon Wealth Management’s XPO XPO Stock Holding History

Perigon Wealth Management’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 Q1	–	Sell	-755	Closed	-$31K	–	1055
2020 Q4	$31K	Buy	+755	New	+$27.4K	﹤0.01%	896

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Perigon Wealth Management's XPO Position: Q1 2021 in Review

Perigon Wealth Management sold out of XPO (XPO) in Q1 2021, closing a stake of 755 shares — an estimated $31K sold.

Perigon Wealth Management first reported a position in XPO in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 506 funds tracked by Wall St. Rank hold XPO as of Q1 2021.

Perigon Wealth Management reported no remaining XPO position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 755 XPO shares in Q1 2021, an estimated $31K.
Perigon Wealth Management first reported a position in XPO in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's XPO position peaked at $31K in Q4 2020.
506 funds tracked by Wall St. Rank held XPO as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.