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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 – 1586
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 – 1231
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 $4.83B 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Sutton Wealth Advisors's XPO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of XPO (XPO) in Q1 2023, closing a stake of 8 shares — an estimated $266 sold.

Sutton Wealth Advisors first reported a position in XPO in Q4 2017 and held it in 10 quarters. The position peaked at $35.4K in Q3 2018. 384 funds tracked by Wall St. Rank hold XPO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining XPO position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 8 XPO shares in Q1 2023, an estimated $266.
  • Sutton Wealth Advisors first reported a position in XPO in Q4 2017 and held it in 10 quarters.
  • Sutton Wealth Advisors's XPO position peaked at $35.4K in Q3 2018.
  • 384 funds tracked by Wall St. Rank held XPO as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.