Wealthcare Capital Management’s XPO XPO Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-23	Closed	-$1K	–	691
2021 Q1	$1K	Buy	+23	New	+$954	﹤0.01%	730

Other funds holding XPO

OAG

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

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

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

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

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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 Capital Management's XPO Position: Q2 2021 in Review

Wealthcare Capital Management sold out of XPO (XPO) in Q2 2021, closing a stake of 23 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in XPO in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 559 funds tracked by Wall St. Rank hold XPO as of Q2 2021.

Wealthcare Capital Management reported no remaining XPO position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 23 XPO shares in Q2 2021, an estimated $1K.
Wealthcare Capital Management first reported a position in XPO in Q1 2021 and held it in 1 quarter.
Wealthcare Capital Management's XPO position peaked at $1K in Q1 2021.
559 funds tracked by Wall St. Rank held XPO as of Q2 2021.

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