Valeo Financial Advisors’s XPO XPO Stock Holding History

Valeo 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
2021 Q2	–	Sell	-1,229	Closed	-$52K	–	1863
2021 Q1	$52K	Buy	1,229 +1,099	+845%	+$45.6K	﹤0.01%	859
2020 Q4	$5K	Buy	+130	New	+$4.71K	﹤0.01%	1383
2020 Q3	–	Sell	-58	Closed	-$2K	–	2180
2020 Q2	$2K	Hold	58	–	–	﹤0.01%	1811
2020 Q1	$1K	Hold	58	–	–	﹤0.01%	1739
2019 Q4	$2K	Hold	58	–	–	﹤0.01%	1494
2019 Q3	$1K	Hold	58	–	–	﹤0.01%	1506
2019 Q2	$1K	Hold	58	–	–	﹤0.01%	1505
2019 Q1	$1K	Hold	58	–	–	﹤0.01%	1500
2018 Q4	$1K	Hold	58	–	–	﹤0.01%	1427
2018 Q3	$2K	Sell	58 -1,130	-95%	-$41.1K	﹤0.01%	1527
2018 Q2	$42K	Buy	1,188 +1,130	+1,948%	+$41K	0.01%	577
2018 Q1	$2K	Hold	58	–	–	﹤0.01%	1370
2017 Q4	$2K	Hold	58	–	–	﹤0.01%	1223
2017 Q3	$1K	Buy	+58	New	+$1.22K	﹤0.01%	1138

Other funds holding XPO

OAG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Valeo Financial Advisors's XPO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of XPO (XPO) in Q2 2021, closing a stake of 1,229 shares — an estimated $52K sold.

Valeo Financial Advisors first reported a position in XPO in Q3 2017 and held it in 14 quarters. The position peaked at $52K in Q1 2021. 559 funds tracked by Wall St. Rank hold XPO as of Q2 2021.

Valeo Financial Advisors reported no remaining XPO position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,229 XPO shares in Q2 2021, an estimated $52K.
Valeo Financial Advisors first reported a position in XPO in Q3 2017 and held it in 14 quarters.
Valeo Financial Advisors's XPO position peaked at $52K in Q1 2021.
559 funds tracked by Wall St. Rank held XPO as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.