VWA
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V Wealth Advisors’s XPO XPO Stock Holding History

V 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
2019
Q1 		– Sell
-9,744
Closed -$379K – 286
2018
Q4 		$379K Hold
9,744
– – 0.19% 132
2018
Q3 		$385K Hold
9,744
– – 0.18% 143
2018
Q2 		$337K Sell
9,744
-150
-2% -$5.44K 0.19% 133
2018
Q1 		$340K Buy
9,894
+581
+6% +$19.4K 0.18% 134
2017
Q4 		$295K Buy
9,313
+139
+2% +$3.55K 0.15% 150
2017
Q3 		$212K Buy
+9,174
New +$192K 0.11% 172

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM