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 $29.1B AUM 60.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

V Wealth Advisors's XPO Position: Q1 2019 in Review

V Wealth Advisors sold out of XPO (XPO) in Q1 2019, closing a stake of 9,744 shares — an estimated $379K sold.

V Wealth Advisors first reported a position in XPO in Q3 2017 and held it in 6 quarters. The position peaked at $385K in Q3 2018. 389 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

  • V Wealth Advisors reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
  • V Wealth Advisors sold 9,744 XPO shares in Q1 2019, an estimated $379K.
  • V Wealth Advisors first reported a position in XPO in Q3 2017 and held it in 6 quarters.
  • V Wealth Advisors's XPO position peaked at $385K in Q3 2018.
  • 389 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on V Wealth Advisors's 13F filing for Q1 2019, filed 16 May 2019.