USCWA
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U.S. Capital Wealth Advisors’s XPO XPO Stock Holding History

U.S. Capital Wealth 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
2023
Q2 		– Sell
-10,685
Closed -$341K – 703
2023
Q1 		$341K Buy
10,685
+1,150
+12% +$41.4K 0.02% 509
2022
Q4 		$317K Sell
9,535
-4,156
-30% -$140K 0.01% 522
2022
Q3 		$362K Sell
13,691
-673
-5% -$21K 0.02% 501
2022
Q2 		$411K Sell
14,364
-28,359
-66% -$902K 0.02% 502
2022
Q1 		$1.85M Buy
42,723
+16,628
+64% +$695K 0.07% 271
2021
Q4 		$1.2M Buy
26,095
+3,211
+14% +$149K 0.05% 360
2021
Q3 		$1.08M Buy
+22,884
New +$1.15M 0.05% 371

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return