WealthPLAN Partners’s XPO XPO Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-70	Closed	-$4.13K	–	1203
2023 Q2	$4.13K	Buy	+70	New	+$3.17K	﹤0.01%	948

Other funds holding XPO

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

OAG

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WealthPLAN Partners's XPO Position: Q3 2023 in Review

WealthPLAN Partners sold out of XPO (XPO) in Q3 2023, closing a stake of 70 shares — an estimated $4.13K sold.

WealthPLAN Partners first reported a position in XPO in Q2 2023 and held it in 1 quarter. The position peaked at $4.13K in Q2 2023. 425 funds tracked by Wall St. Rank hold XPO as of Q3 2023.

WealthPLAN Partners reported no remaining XPO position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 70 XPO shares in Q3 2023, an estimated $4.13K.
WealthPLAN Partners first reported a position in XPO in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's XPO position peaked at $4.13K in Q2 2023.
425 funds tracked by Wall St. Rank held XPO as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.