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

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

OAG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Values First Advisors's XPO Position: Q1 2024 in Review

Values First Advisors sold out of XPO (XPO) in Q1 2024, closing a stake of 4,259 shares — an estimated $373K sold.

Values First Advisors first reported a position in XPO in Q4 2019 and held it in 10 quarters. The position peaked at $635K in Q2 2023. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

Values First Advisors reported no remaining XPO position as of Q1 2024 after selling out during the quarter.
Values First Advisors sold 4,259 XPO shares in Q1 2024, an estimated $373K.
Values First Advisors first reported a position in XPO in Q4 2019 and held it in 10 quarters.
Values First Advisors's XPO position peaked at $635K in Q2 2023.
527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on Values First Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.