TFA
USX

Triad Financial Advisors’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Triad Financial Advisors’s Portfolio USX Stock Details USX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,286
Closed -$90K – 121
2021
Q4 		$90K Buy
+15,286
New +$115K 0.05% 117

Other funds holding USX

ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
TAC
Twenty Acre Capital Newtown, Pennsylvania $12.4M AUM 49.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Triad Financial Advisors's USX Position: Q1 2022 in Review

Triad Financial Advisors sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q1 2022, closing a stake of 15,286 shares — an estimated $90K sold.

Triad Financial Advisors first reported a position in USX in Q4 2021 and held it in 1 quarter. The position peaked at $90K in Q4 2021. 90 funds tracked by Wall St. Rank hold USX as of Q1 2022.

  • Triad Financial Advisors reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 15,286 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q1 2022, an estimated $90K.
  • Triad Financial Advisors first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q4 2021 and held it in 1 quarter.
  • Triad Financial Advisors's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $90K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q1 2022.

Based on Triad Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.