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Venturi Wealth Management’s XPO XPO Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-49
Closed -$6.43K – 1875
2024
Q4 		$6.43K Buy
49
+5
+11% +$676 ﹤0.01% 1575
2024
Q3 		$4.73K Sell
44
-27
-38% -$3.02K ﹤0.01% 1436
2024
Q2 		$7.54K Buy
71
+27
+61% +$3.03K ﹤0.01% 1155
2024
Q1 		$5.37K Hold
44
– – ﹤0.01% 1069
2023
Q4 		$3.85K Buy
+44
New +$3.58K ﹤0.01% 1081

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Venturi Wealth Management's XPO Position: Q1 2025 in Review

Venturi Wealth Management sold out of XPO (XPO) in Q1 2025, closing a stake of 49 shares — an estimated $6.43K sold.

Venturi Wealth Management first reported a position in XPO in Q4 2023 and held it in 5 quarters. The position peaked at $7.54K in Q2 2024. 525 funds tracked by Wall St. Rank hold XPO as of Q1 2025.

  • Venturi Wealth Management reported no remaining XPO position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 49 XPO shares in Q1 2025, an estimated $6.43K.
  • Venturi Wealth Management first reported a position in XPO in Q4 2023 and held it in 5 quarters.
  • Venturi Wealth Management's XPO position peaked at $7.54K in Q2 2024.
  • 525 funds tracked by Wall St. Rank held XPO as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.