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Wealthcare Advisory Partners’s XPO XPO Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-497
Closed -$21K – 1905
2021
Q1 		$21K Buy
+497
New +$20.6K ﹤0.01% 1192
2020
Q2 		– Sell
-382
Closed -$6K – 1390
2020
Q1 		$6K Buy
+382
New +$10.2K ﹤0.01% 1077

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Wealthcare Advisory Partners's XPO Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of XPO (XPO) in Q2 2021, closing a stake of 497 shares — an estimated $21K sold.

Wealthcare Advisory Partners first reported a position in XPO in Q1 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2021. 559 funds tracked by Wall St. Rank hold XPO as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining XPO position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 497 XPO shares in Q2 2021, an estimated $21K.
  • Wealthcare Advisory Partners first reported a position in XPO in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's XPO position peaked at $21K in Q1 2021.
  • 559 funds tracked by Wall St. Rank held XPO as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.