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

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

OAG

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

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

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

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

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

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

U.S. Capital Wealth Advisors's XPO Position: Q2 2023 in Review

U.S. Capital Wealth Advisors sold out of XPO (XPO) in Q2 2023, closing a stake of 10,685 shares — an estimated $341K sold.

U.S. Capital Wealth Advisors first reported a position in XPO in Q3 2021 and held it in 7 quarters. The position peaked at $1.85M in Q1 2022. 416 funds tracked by Wall St. Rank hold XPO as of Q2 2023.

U.S. Capital Wealth Advisors reported no remaining XPO position as of Q2 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,685 XPO shares in Q2 2023, an estimated $341K.
U.S. Capital Wealth Advisors first reported a position in XPO in Q3 2021 and held it in 7 quarters.
U.S. Capital Wealth Advisors's XPO position peaked at $1.85M in Q1 2022.
416 funds tracked by Wall St. Rank held XPO as of Q2 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.