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WR Wealth Planners’s XPO XPO Stock Holding History

WR Wealth Planners’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
2024
Q4 		$262 Buy
+2
New +$270 ﹤0.01% 1052

Other funds holding XPO

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's XPO Position: Q4 2024 in Review

WR Wealth Planners opened a new position in XPO (XPO) in Q4 2024: 2 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #1052 among its holdings.

543 funds tracked by Wall St. Rank hold XPO as of Q4 2024.

  • WR Wealth Planners held 2 shares of XPO worth $262 as of Q4 2024.
  • XPO was a new WR Wealth Planners position in Q4 2024.
  • XPO made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1052 holding.
  • 543 funds tracked by Wall St. Rank held XPO as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.