Tradewinds Capital Management’s XPO XPO Stock Holding History

Tradewinds Capital Management’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 Q4	–	Sell	-20	Closed	-$1.49K	–	535
2023 Q3	$1.49K	Hold	20	–	–	﹤0.01%	360
2023 Q2	$1.18K	Hold	20	–	–	﹤0.01%	371
2023 Q1	$638	Hold	20	–	–	﹤0.01%	406
2022 Q4	$666	Sell	20 -14	-41%	-$472	﹤0.01%	435
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	409
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	424
2022 Q1	$1K	Hold	34	–	–	﹤0.01%	757
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	701
2021 Q3	$2K	Sell	34 -24	-41%	-$1.2K	﹤0.01%	680
2021 Q2	$3K	Hold	58	–	–	﹤0.01%	649
2021 Q1	$2K	Buy	+58	New	+$2.41K	﹤0.01%	657
2016 Q4	–	Sell	-176	Closed	-$2K	–	713
2016 Q3	$2K	Hold	176	–	–	﹤0.01%	581
2016 Q2	$2K	Buy	+176	New	+$1.75K	﹤0.01%	573

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tradewinds Capital Management's XPO Position: Q4 2023 in Review

Tradewinds Capital Management sold out of XPO (XPO) in Q4 2023, closing a stake of 20 shares — an estimated $1.49K sold.

Tradewinds Capital Management first reported a position in XPO in Q2 2016 and held it in 13 quarters. The position peaked at $3K in Q2 2021. 468 funds tracked by Wall St. Rank hold XPO as of Q4 2023.

Tradewinds Capital Management reported no remaining XPO position as of Q4 2023 after selling out during the quarter.
Tradewinds Capital Management sold 20 XPO shares in Q4 2023, an estimated $1.49K.
Tradewinds Capital Management first reported a position in XPO in Q2 2016 and held it in 13 quarters.
Tradewinds Capital Management's XPO position peaked at $3K in Q2 2021.
468 funds tracked by Wall St. Rank held XPO as of Q4 2023.

Based on Tradewinds Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.