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SYSTM Wealth Solutions’s XPO XPO Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-234
Closed -$24.8K – 646
2024
Q2 		$24.8K Buy
234
+81
+53% +$9.08K 0.01% 337
2024
Q1 		$18.7K Sell
153
-305
-67% -$32.7K ﹤0.01% 708
2023
Q4 		$40.1K Buy
+458
New +$37.3K 0.01% 614

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SYSTM Wealth Solutions's XPO Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of XPO (XPO) in Q3 2024, closing a stake of 234 shares — an estimated $24.8K sold.

SYSTM Wealth Solutions first reported a position in XPO in Q4 2023 and held it in 3 quarters. The position peaked at $40.1K in Q4 2023. 529 funds tracked by Wall St. Rank hold XPO as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining XPO position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 234 XPO shares in Q3 2024, an estimated $24.8K.
  • SYSTM Wealth Solutions first reported a position in XPO in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's XPO position peaked at $40.1K in Q4 2023.
  • 529 funds tracked by Wall St. Rank held XPO as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.