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Wagner Wealth Management (South Carolina)’s XPO XPO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-229
Closed -$6K – 700
2022
Q3 		$6K Hold
229
– – ﹤0.01% 504
2022
Q2 		$7K Buy
+229
New +$7.28K 0.01% 499
2022
Q1 		– Sell
-417
Closed -$19K – 662
2021
Q4 		$19K Buy
417
+229
+122% +$10.6K 0.01% 405
2021
Q3 		$10K Buy
188
+90
+92% +$4.51K 0.01% 480
2021
Q2 		$5K Buy
+98
New +$4.79K ﹤0.01% 585

Other funds holding XPO

MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XPO Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of XPO (XPO) in Q4 2022, closing a stake of 229 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in XPO in Q2 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 413 funds tracked by Wall St. Rank hold XPO as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining XPO position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 229 XPO shares in Q4 2022, an estimated $6K.
  • Wagner Wealth Management (South Carolina) first reported a position in XPO in Q2 2021 and held it in 5 quarters.
  • Wagner Wealth Management (South Carolina)'s XPO position peaked at $19K in Q4 2021.
  • 413 funds tracked by Wall St. Rank held XPO as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.