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Sage Private Wealth Group’s XPO XPO Stock Holding History

Sage Private Wealth Group’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
-1,410
Closed -$67K – 178
2021
Q3 		$67K Sell
1,410
-1,013
-42% -$50.8K 0.09% 73
2021
Q2 		$117K Hold
2,423
– – 0.16% 59
2021
Q1 		$103K Hold
2,423
– – 0.18% 65
2020
Q4 		$100K Buy
+2,423
New +$87.8K 0.28% 58

Other funds holding XPO

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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Sage Private Wealth Group's XPO Position: Q4 2021 in Review

Sage Private Wealth Group sold out of XPO (XPO) in Q4 2021, closing a stake of 1,410 shares — an estimated $67K sold.

Sage Private Wealth Group first reported a position in XPO in Q4 2020 and held it in 4 quarters. The position peaked at $117K in Q2 2021. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • Sage Private Wealth Group reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • Sage Private Wealth Group sold 1,410 XPO shares in Q4 2021, an estimated $67K.
  • Sage Private Wealth Group first reported a position in XPO in Q4 2020 and held it in 4 quarters.
  • Sage Private Wealth Group's XPO position peaked at $117K in Q2 2021.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Sage Private Wealth Group's 13F filing for Q4 2021, filed 24 Jan 2022.