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Trinity Financial Advisors’s XPO XPO Stock Holding History

Trinity Financial Advisors’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
2022
Q4 		– Sell
-26,792
Closed -$709K – 72
2022
Q3 		$709K Hold
26,792
– – 0.51% 26
2022
Q2 		$767K Buy
+26,792
New +$852K 0.57% 20

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Trinity Financial Advisors's XPO Position: Q4 2022 in Review

Trinity Financial Advisors sold out of XPO (XPO) in Q4 2022, closing a stake of 26,792 shares — an estimated $709K sold.

Trinity Financial Advisors first reported a position in XPO in Q2 2022 and held it in 2 quarters. The position peaked at $767K in Q2 2022. 412 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

  • Trinity Financial Advisors reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
  • Trinity Financial Advisors sold 26,792 XPO shares in Q4 2022, an estimated $709K.
  • Trinity Financial Advisors first reported a position in XPO in Q2 2022 and held it in 2 quarters.
  • Trinity Financial Advisors's XPO position peaked at $767K in Q2 2022.
  • 412 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Trinity Financial Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.