VNA
XPO icon

Valley National Advisers’s XPO XPO Stock Holding History

Valley National Advisers’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
2024
Q3 		– Sell
-10
Closed -$1K – 1162
2024
Q2 		$1K Sell
10
-15
-60% -$1.68K ﹤0.01% 1151
2024
Q1 		$3K Buy
+25
New +$2.68K ﹤0.01% 917
2019
Q1 		– Sell
-171
Closed -$3K – 828
2018
Q4 		$3K Buy
+171
New +$4.74K ﹤0.01% 607

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Valley National Advisers's XPO Position: Q3 2024 in Review

Valley National Advisers sold out of XPO (XPO) in Q3 2024, closing a stake of 10 shares — an estimated $1K sold.

Valley National Advisers first reported a position in XPO in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q1 2024. 530 funds tracked by Wall St. Rank hold XPO as of Q3 2024.

  • Valley National Advisers reported no remaining XPO position as of Q3 2024 after selling out during the quarter.
  • Valley National Advisers sold 10 XPO shares in Q3 2024, an estimated $1K.
  • Valley National Advisers first reported a position in XPO in Q4 2018 and held it in 3 quarters.
  • Valley National Advisers's XPO position peaked at $3K in Q1 2024.
  • 530 funds tracked by Wall St. Rank held XPO as of Q3 2024.

Based on Valley National Advisers's 13F filing for Q3 2024, filed 24 Oct 2024.