Tradition Wealth Management’s XPO XPO Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-553	Closed	-$48K	–	1213
2023 Q4	$48K	Hold	553	–	–	0.01%	638
2023 Q3	$41K	Hold	553	–	–	﹤0.01%	656
2023 Q2	$33K	Hold	553	–	–	﹤0.01%	740
2023 Q1	$18K	Buy	553 +36	+7%	+$1.3K	﹤0.01%	863
2022 Q4	$17K	Sell	517 -353	-41%	-$11.9K	﹤0.01%	789
2022 Q3	$23K	Hold	870	–	–	﹤0.01%	726
2022 Q2	$25K	Hold	870	–	–	﹤0.01%	605
2022 Q1	$38K	Hold	870	–	–	﹤0.01%	579
2021 Q4	$40K	Hold	870	–	–	0.01%	588
2021 Q3	$41K	Sell	870 -625	-42%	-$31.3K	0.01%	560
2021 Q2	$72K	Hold	1,495	–	–	0.01%	453
2021 Q1	$64K	Hold	1,495	–	–	0.01%	391
2020 Q4	$62K	Buy	+1,495	New	+$54.2K	0.01%	370

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Tradition Wealth Management's XPO Position: Q1 2024 in Review

Tradition Wealth Management sold out of XPO (XPO) in Q1 2024, closing a stake of 553 shares — an estimated $48K sold.

Tradition Wealth Management first reported a position in XPO in Q4 2020 and held it in 13 quarters. The position peaked at $72K in Q2 2021. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

Tradition Wealth Management reported no remaining XPO position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 553 XPO shares in Q1 2024, an estimated $48K.
Tradition Wealth Management first reported a position in XPO in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's XPO position peaked at $72K in Q2 2021.
527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.