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Planning Capital Management Corporation’s Xos XOS Stock Holding History

Planning Capital Management Corporation’s Portfolio XOS Stock Details XOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$5 Hold
1
– – ﹤0.01% 777
2024
Q2 		$7 Buy
+1
New +$8 ﹤0.01% 718

Other funds holding XOS

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Planning Capital Management Corporation's XOS Position: Q3 2024 in Review

Planning Capital Management Corporation held its Xos (XOS) position steady in Q3 2024 at 1 share worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Planning Capital Management Corporation first reported a position in XOS in Q2 2024 and has held it in 2 quarters since. The position peaked at $7 in Q2 2024. 30 funds tracked by Wall St. Rank hold XOS as of Q3 2024.

  • Planning Capital Management Corporation held 1 share of Xos worth $5 as of Q3 2024.
  • Planning Capital Management Corporation left its Xos share count unchanged in Q3 2024.
  • Xos made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #777 holding.
  • Planning Capital Management Corporation first reported a position in Xos in Q2 2024 and has held it in 2 quarters since.
  • Planning Capital Management Corporation's Xos position peaked at $7 in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Xos as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.