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WealthStone’s XPO XPO Stock Holding History

WealthStone’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
Q3 		– Sell
-26
Closed -$520 – 617
2019
Q2 		$520 Buy
+26
New +$530 ﹤0.01% 867

Other funds holding XPO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WealthStone's XPO Position: Q3 2019 in Review

WealthStone sold out of XPO (XPO) in Q3 2019, closing a stake of 26 shares — an estimated $520 sold.

WealthStone first reported a position in XPO in Q2 2019 and held it in 1 quarter. The position peaked at $520 in Q2 2019. 365 funds tracked by Wall St. Rank hold XPO as of Q3 2019.

  • WealthStone reported no remaining XPO position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 26 XPO shares in Q3 2019, an estimated $520.
  • WealthStone first reported a position in XPO in Q2 2019 and held it in 1 quarter.
  • WealthStone's XPO position peaked at $520 in Q2 2019.
  • 365 funds tracked by Wall St. Rank held XPO as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.