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Prospera Financial Services’s XPO XPO Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-741
Closed -$32K – 2645
2022
Q1 		$32K Buy
+741
New +$31K ﹤0.01% 1559
2020
Q4 		– Sell
-2,608
Closed -$76K – 1602
2020
Q3 		$76K Buy
+2,608
New +$75K 0.03% 492

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Prospera Financial Services's XPO Position: Q2 2022 in Review

Prospera Financial Services sold out of XPO (XPO) in Q2 2022, closing a stake of 741 shares — an estimated $32K sold.

Prospera Financial Services first reported a position in XPO in Q3 2020 and held it in 2 quarters. The position peaked at $76K in Q3 2020. 436 funds tracked by Wall St. Rank hold XPO as of Q2 2022.

  • Prospera Financial Services reported no remaining XPO position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 741 XPO shares in Q2 2022, an estimated $32K.
  • Prospera Financial Services first reported a position in XPO in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's XPO position peaked at $76K in Q3 2020.
  • 436 funds tracked by Wall St. Rank held XPO as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.