SVB Wealth’s XPO XPO Stock Holding History

SVB 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
2021 Q3	–	Sell	-25,025	Closed	-$1.21M	–	1055
2021 Q2	$1.21M	Buy	25,025 +7,301	+41%	+$357K	0.02%	351
2021 Q1	$756K	Buy	17,724 +8,605	+94%	+$357K	0.01%	418
2020 Q4	$376K	Buy	+9,119	New	+$330K	0.01%	552

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

SVB Wealth's XPO Position: Q3 2021 in Review

SVB Wealth sold out of XPO (XPO) in Q3 2021, closing a stake of 25,025 shares — an estimated $1.21M sold.

SVB Wealth first reported a position in XPO in Q4 2020 and held it in 3 quarters. The position peaked at $1.21M in Q2 2021. 484 funds tracked by Wall St. Rank hold XPO as of Q3 2021.

SVB Wealth reported no remaining XPO position as of Q3 2021 after selling out during the quarter.
SVB Wealth sold 25,025 XPO shares in Q3 2021, an estimated $1.21M.
SVB Wealth first reported a position in XPO in Q4 2020 and held it in 3 quarters.
SVB Wealth's XPO position peaked at $1.21M in Q2 2021.
484 funds tracked by Wall St. Rank held XPO as of Q3 2021.

Based on SVB Wealth's 13F filing for Q3 2021, filed 9 Nov 2021.