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Stratos Wealth Partners’s XPO XPO Stock Holding History

Stratos Wealth Partners’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
2022
Q2 		– Sell
-6,463
Closed -$280K – 1312
2022
Q1 		$280K Buy
6,463
+478
+8% +$20K 0.01% 1013
2021
Q4 		$275K Buy
5,985
+980
+20% +$45.5K 0.01% 1028
2021
Q3 		$237K Sell
5,005
-370
-7% -$18.5K 0.01% 1033
2021
Q2 		$260K Buy
+5,375
New +$263K 0.01% 1029
2018
Q4 		– Sell
-2,987
Closed -$118K – 2538
2018
Q3 		$118K Buy
+2,987
New +$109K 0.01% 1050
2018
Q2 		– Sell
-2,784
Closed -$98K – 2620
2018
Q1 		$98K Buy
2,784
+1,948
+233% +$65K ﹤0.01% 1219
2017
Q4 		$26K Buy
+836
New +$21.4K ﹤0.01% 1819

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OAG
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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return