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Values First Advisors’s XPO XPO Stock Holding History

Values First 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
2024
Q1 		– Sell
-4,259
Closed -$373K – 178
2023
Q4 		$373K Sell
4,259
-2,398
-36% -$195K 0.23% 119
2023
Q3 		$497K Sell
6,657
-4,104
-38% -$283K 0.32% 92
2023
Q2 		$635K Buy
10,761
+1,525
+17% +$69.1K 0.38% 81
2023
Q1 		$295K Buy
+9,236
New +$333K 0.19% 119
2021
Q3 		– Sell
-7,214
Closed -$349K – 158
2021
Q2 		$349K Sell
7,214
-885
-11% -$43.2K 0.24% 121
2021
Q1 		$345K Buy
8,099
+784
+11% +$32.5K 0.25% 118
2020
Q4 		$302K Sell
7,315
-5,144
-41% -$186K 0.24% 120
2020
Q3 		$365K Sell
12,459
-466
-4% -$13.4K 0.34% 98
2020
Q2 		$345K Buy
+12,925
New +$309K 0.34% 96
2020
Q1 		– Sell
-19,265
Closed -$531K – 144
2019
Q4 		$531K Buy
+19,265
New +$529K 0.51% 65

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return