Mark Sheptoff Financial Planning’s Xilinx Inc XLNX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio XLNX Stock Details XLNX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-300	Closed	-$64K	–	499
2021 Q4	$64K	Hold	300	–	–	0.03%	164
2021 Q3	$45K	Hold	300	–	–	0.02%	189
2021 Q2	$43K	Hold	300	–	–	0.02%	203
2021 Q1	$37K	Hold	300	–	–	0.02%	190
2020 Q4	$43K	Hold	300	–	–	0.02%	173
2020 Q3	$31K	Hold	300	–	–	0.02%	168
2020 Q2	$30K	Hold	300	–	–	0.02%	175
2020 Q1	$23K	Sell	300 -69	-19%	-$6.01K	0.02%	174
2019 Q4	$36K	Hold	369	–	–	0.02%	171
2019 Q3	$35K	Buy	369 +69	+23%	+$7.55K	0.02%	172
2019 Q2	$35K	Hold	300	–	–	0.02%	176
2019 Q1	$38K	Hold	300	–	–	0.03%	166
2018 Q4	$26K	Hold	300	–	–	0.02%	177
2018 Q3	$24K	Hold	300	–	–	0.02%	219
2018 Q2	$20K	Buy	+300	New	+$20.5K	0.01%	227

Other funds holding XLNX

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $914M AUM

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Mark Sheptoff Financial Planning's XLNX Position: Q1 2022 in Review

Mark Sheptoff Financial Planning sold out of Xilinx Inc (XLNX) in Q1 2022, closing a stake of 300 shares — an estimated $64K sold.

Mark Sheptoff Financial Planning first reported a position in XLNX in Q2 2018 and held it in 15 quarters. The position peaked at $64K in Q4 2021. 4 funds tracked by Wall St. Rank hold XLNX as of Q1 2022.

Mark Sheptoff Financial Planning reported no remaining Xilinx Inc position as of Q1 2022 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 Xilinx Inc shares in Q1 2022, an estimated $64K.
Mark Sheptoff Financial Planning first reported a position in Xilinx Inc in Q2 2018 and held it in 15 quarters.
Mark Sheptoff Financial Planning's Xilinx Inc position peaked at $64K in Q4 2021.
4 funds tracked by Wall St. Rank held Xilinx Inc as of Q1 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.