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Asset Planning Inc’s RXO RXO Stock Holding History

Asset Planning Inc’s Portfolio RXO Stock Details RXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-400
Closed -$9.54K – 321
2024
Q4 		$9.54K Buy
+400
New +$11.2K 0.01% 246

Other funds holding RXO

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Asset Planning Inc's RXO Position: Q1 2025 in Review

Asset Planning Inc sold out of RXO (RXO) in Q1 2025, closing a stake of 400 shares — an estimated $9.54K sold.

Asset Planning Inc first reported a position in RXO in Q4 2024 and held it in 1 quarter. The position peaked at $9.54K in Q4 2024. 258 funds tracked by Wall St. Rank hold RXO as of Q1 2025.

  • Asset Planning Inc reported no remaining RXO position as of Q1 2025 after selling out during the quarter.
  • Asset Planning Inc sold 400 RXO shares in Q1 2025, an estimated $9.54K.
  • Asset Planning Inc first reported a position in RXO in Q4 2024 and held it in 1 quarter.
  • Asset Planning Inc's RXO position peaked at $9.54K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held RXO as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.