Regent Peak Wealth Advisors’s XPO XPO Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-9	Closed	–	–	1028
2020 Q4	$0	Buy	+9	New	+$326	﹤0.01%	1139

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

Regent Peak Wealth Advisors's XPO Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of XPO (XPO) in Q1 2021, closing a stake of 9 shares.

Regent Peak Wealth Advisors first reported a position in XPO in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 506 funds tracked by Wall St. Rank hold XPO as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining XPO position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 9 XPO shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in XPO in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's XPO position peaked at $0 in Q4 2020.
506 funds tracked by Wall St. Rank held XPO as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.