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TFO Wealth Partners’s XPO XPO Stock Holding History

TFO 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
2024
Q2 		– Sell
-3
Closed -$366 – 767
2024
Q1 		$366 Hold
3
– – ﹤0.01% 347
2023
Q4 		$263 Hold
3
– – ﹤0.01% 557
2023
Q3 		$177 Hold
3
– – ﹤0.01% 863
2023
Q2 		$177 Hold
3
– – ﹤0.01% 543
2023
Q1 		$96 Hold
3
– – ﹤0.01% 656
2022
Q4 		$247 Sell
3
-165
-98% -$5.56K ﹤0.01% 597
2022
Q3 		$4K Buy
+168
New +$5.23K ﹤0.01% 111

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

TFO Wealth Partners's XPO Position: Q2 2024 in Review

TFO Wealth Partners sold out of XPO (XPO) in Q2 2024, closing a stake of 3 shares — an estimated $366 sold.

TFO Wealth Partners first reported a position in XPO in Q3 2022 and held it in 7 quarters. The position peaked at $4K in Q3 2022. 508 funds tracked by Wall St. Rank hold XPO as of Q2 2024.

  • TFO Wealth Partners reported no remaining XPO position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 XPO shares in Q2 2024, an estimated $366.
  • TFO Wealth Partners first reported a position in XPO in Q3 2022 and held it in 7 quarters.
  • TFO Wealth Partners's XPO position peaked at $4K in Q3 2022.
  • 508 funds tracked by Wall St. Rank held XPO as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.