PCA
XPO icon

Private Capital Advisors’s XPO XPO Stock Holding History

Private Capital 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
2021
Q4 		– Sell
-165,876
Closed -$7.84M – 100
2021
Q3 		$7.84M Sell
165,876
-119,331
-42% -$5.98M 1.31% 30
2021
Q2 		$13.8M Sell
285,207
-1,417
-0.5% -$69.2K 2.33% 12
2021
Q1 		$12.2M Sell
286,624
-1,185
-0.4% -$49.2K 2.28% 11
2020
Q4 		$11.9M Sell
287,809
-2,646
-0.9% -$95.9K 2.39% 11
2020
Q3 		$8.51M Buy
+290,455
New +$8.36M 1.98% 18

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Private Capital Advisors's XPO Position: Q4 2021 in Review

Private Capital Advisors sold out of XPO (XPO) in Q4 2021, closing a stake of 165,876 shares — an estimated $7.84M sold.

Private Capital Advisors first reported a position in XPO in Q3 2020 and held it in 5 quarters. The position peaked at $13.8M in Q2 2021. 487 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • Private Capital Advisors reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • Private Capital Advisors sold 165,876 XPO shares in Q4 2021, an estimated $7.84M.
  • Private Capital Advisors first reported a position in XPO in Q3 2020 and held it in 5 quarters.
  • Private Capital Advisors's XPO position peaked at $13.8M in Q2 2021.
  • 487 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Private Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.