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Life Planning Partners’s RXO RXO Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-6,619
Closed -$154K – 195
2023
Q4 		$154K Buy
+6,619
New +$133K 0.15% 65

Other funds holding RXO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Life Planning Partners's RXO Position: Q1 2024 in Review

Life Planning Partners sold out of RXO (RXO) in Q1 2024, closing a stake of 6,619 shares — an estimated $154K sold.

Life Planning Partners first reported a position in RXO in Q4 2023 and held it in 1 quarter. The position peaked at $154K in Q4 2023. 241 funds tracked by Wall St. Rank hold RXO as of Q1 2024.

  • Life Planning Partners reported no remaining RXO position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 6,619 RXO shares in Q1 2024, an estimated $154K.
  • Life Planning Partners first reported a position in RXO in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's RXO position peaked at $154K in Q4 2023.
  • 241 funds tracked by Wall St. Rank held RXO as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.