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	–	1869
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	–	2204
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

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return