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Straight Path Wealth Management’s XPO XPO Stock Holding History

Straight Path Wealth Management’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
-6,402
Closed -$781K – 99
2024
Q1 		$781K Hold
6,402
– – 0.44% 31
2023
Q4 		$561K Sell
6,402
-2,680
-30% -$218K 0.33% 39
2023
Q3 		$678K Hold
9,082
– – 0.46% 29
2023
Q2 		$536K Sell
9,082
-86
-0.9% -$3.89K 0.37% 38
2023
Q1 		$292K Hold
9,168
– – 0.23% 53
2022
Q4 		$305K Sell
9,168
-6,262
-41% -$211K 0.29% 48
2022
Q3 		$408K Buy
+15,430
New +$481K 0.37% 48

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

Straight Path Wealth Management's XPO Position: Q2 2024 in Review

Straight Path Wealth Management sold out of XPO (XPO) in Q2 2024, closing a stake of 6,402 shares — an estimated $781K sold.

Straight Path Wealth Management first reported a position in XPO in Q3 2022 and held it in 7 quarters. The position peaked at $781K in Q1 2024. 507 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

  • Straight Path Wealth Management reported no remaining XPO position as of Q2 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 6,402 XPO shares in Q2 2024, an estimated $781K.
  • Straight Path Wealth Management first reported a position in XPO in Q3 2022 and held it in 7 quarters.
  • Straight Path Wealth Management's XPO position peaked at $781K in Q1 2024.
  • 507 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on Straight Path Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.