SWA
XPO icon

Sutton Wealth Advisors’s XPO XPO Stock Holding History

Sutton Wealth Advisors’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
2023
Q1 		– Sell
-8
Closed -$266 – 1587
2022
Q4 		$266 Buy
8
+5
+167% +$168 ﹤0.01% 1570
2022
Q3 		$89 Sell
3
-32
-91% -$997 ﹤0.01% 1621
2022
Q2 		$1.01K Buy
35
+5
+17% +$159 ﹤0.01% 1281
2022
Q1 		$1.31K Buy
30
+11
+58% +$460 ﹤0.01% 1272
2021
Q4 		$852 Buy
+19
New +$883 ﹤0.01% 1366
2019
Q1 		– Sell
-896
Closed -$17.7K – 1242
2018
Q4 		$17.7K Hold
896
– – 0.01% 562
2018
Q3 		$35.4K Hold
896
– – 0.02% 387
2018
Q2 		$31.1K Hold
896
– – 0.02% 422
2018
Q1 		$31.6K Hold
896
– – 0.02% 403
2017
Q4 		$28.4K Buy
+896
New +$22.9K 0.02% 431

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return