RMR Wealth Builders’s XPO XPO Stock Holding History

RMR Wealth Builders’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
2024 Q2	–	Sell	-1,847	Closed	-$225K	–	264
2024 Q1	$225K	Buy	+1,847	New	+$198K	0.03%	241

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

RMR Wealth Builders's XPO Position: Q2 2024 in Review

RMR Wealth Builders sold out of XPO (XPO) in Q2 2024, closing a stake of 1,847 shares — an estimated $225K sold.

RMR Wealth Builders first reported a position in XPO in Q1 2024 and held it in 1 quarter. The position peaked at $225K in Q1 2024. 508 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

RMR Wealth Builders reported no remaining XPO position as of Q2 2024 after selling out during the quarter.
RMR Wealth Builders sold 1,847 XPO shares in Q2 2024, an estimated $225K.
RMR Wealth Builders first reported a position in XPO in Q1 2024 and held it in 1 quarter.
RMR Wealth Builders's XPO position peaked at $225K in Q1 2024.
508 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on RMR Wealth Builders's 13F filing for Q2 2024, filed 23 Jul 2024.