WAM
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Wealthspire Advisors (Maryland)’s XPO XPO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-3,765
Closed -$70K – 2092
2019
Q1 		$70K Buy
3,765
+770
+26% +$14.8K 0.01% 776
2018
Q4 		$59K Buy
2,995
+508
+20% +$14.1K 0.01% 791
2018
Q3 		$98K Sell
2,487
-55
-2% -$2K 0.01% 697
2018
Q2 		$88K Buy
2,542
+47
+2% +$1.71K 0.01% 755
2018
Q1 		$88K Buy
2,495
+46
+2% +$1.53K 0.01% 756
2017
Q4 		$78K Sell
2,449
-546
-18% -$14K 0.01% 820
2017
Q3 		$70K Buy
2,995
+563
+23% +$11.8K 0.01% 849
2017
Q2 		$54K Buy
2,432
+1,955
+410% +$36.6K 0.01% 928
2017
Q1 		$8K Sell
477
-28,914
-98% -$472K ﹤0.01% 1419
2016
Q4 		$439K Sell
29,391
-795
-3% -$11.1K 0.07% 196
2016
Q3 		$383K Sell
30,186
-159
-0.5% -$1.8K 0.06% 221
2016
Q2 		$276K Buy
30,345
+2,891
+11% +$28.7K 0.05% 277
2016
Q1 		$291K Buy
27,454
+26,260
+2,199% +$229K 0.05% 263
2015
Q4 		$11K Buy
+1,194
New +$11.9K ﹤0.01% 1180

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 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
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
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XPO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of XPO (XPO) in Q2 2019, closing a stake of 3,765 shares — an estimated $70K sold.

Wealthspire Advisors (Maryland) first reported a position in XPO in Q4 2015 and held it in 14 quarters. The position peaked at $439K in Q4 2016. 371 funds tracked by Wall St. Rank hold XPO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining XPO position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,765 XPO shares in Q2 2019, an estimated $70K.
  • Wealthspire Advisors (Maryland) first reported a position in XPO in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s XPO position peaked at $439K in Q4 2016.
  • 371 funds tracked by Wall St. Rank held XPO as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.