WLPWM
XPO icon

Walled Lake Planning & Wealth Management’s XPO XPO Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-64
Closed -$3K – 318
2021
Q3 		$3K Sell
64
-46
-42% -$2.31K ﹤0.01% 304
2021
Q2 		$5K Hold
110
– – ﹤0.01% 274
2021
Q1 		$5K Hold
110
– – ﹤0.01% 267
2020
Q4 		$5K Hold
110
– – ﹤0.01% 256
2020
Q3 		$3K Hold
110
– – ﹤0.01% 287
2020
Q2 		$3K Hold
110
– – ﹤0.01% 275
2020
Q1 		$2K Hold
110
– – ﹤0.01% 281
2019
Q4 		$3K Buy
+110
New +$3.02K ﹤0.01% 251

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Walled Lake Planning & Wealth Management's XPO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of XPO (XPO) in Q4 2021, closing a stake of 64 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in XPO in Q4 2019 and held it in 8 quarters. The position peaked at $5K in Q2 2021. 486 funds tracked by Wall St. Rank hold XPO as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining XPO position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 64 XPO shares in Q4 2021, an estimated $3K.
  • Walled Lake Planning & Wealth Management first reported a position in XPO in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's XPO position peaked at $5K in Q2 2021.
  • 486 funds tracked by Wall St. Rank held XPO as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.