RPCONE
GAL icon

Retirement Planning Company of New England’s State Street Global Allocation ETF GAL Stock Holding History

Retirement Planning Company of New England’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-235
Closed -$10K – 473
2021
Q4 		$10K Buy
+235
New +$11K ﹤0.01% 643

Other funds holding GAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PP
PDS Planning Dublin, Ohio $1.73B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Retirement Planning Company of New England's GAL Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of State Street Global Allocation ETF (GAL) in Q1 2022, closing a stake of 235 shares — an estimated $10K sold.

Retirement Planning Company of New England first reported a position in GAL in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 40 funds tracked by Wall St. Rank hold GAL as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining State Street Global Allocation ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 235 State Street Global Allocation ETF shares in Q1 2022, an estimated $10K.
  • Retirement Planning Company of New England first reported a position in State Street Global Allocation ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's State Street Global Allocation ETF position peaked at $10K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.