SW
XPO icon

Simplicity Wealth’s XPO XPO Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-3,266
Closed -$347K – 1239
2024
Q2 		$347K Buy
3,266
+60
+2% +$6.73K 0.01% 899
2024
Q1 		$391K Buy
+3,206
New +$343K 0.01% 825

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Simplicity Wealth's XPO Position: Q3 2024 in Review

Simplicity Wealth sold out of XPO (XPO) in Q3 2024, closing a stake of 3,266 shares — an estimated $347K sold.

Simplicity Wealth first reported a position in XPO in Q1 2024 and held it in 2 quarters. The position peaked at $391K in Q1 2024. 530 funds tracked by Wall St. Rank hold XPO as of Q3 2024.

  • Simplicity Wealth reported no remaining XPO position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,266 XPO shares in Q3 2024, an estimated $347K.
  • Simplicity Wealth first reported a position in XPO in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's XPO position peaked at $391K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held XPO as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.