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Retirement Planning Company of New England’s Valero Energy VLO Stock Holding History

Retirement Planning Company of New England’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-475
Closed -$35K – 863
2021
Q4 		$35K Buy
+475
New +$35.4K 0.02% 461

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Retirement Planning Company of New England sold out of Valero Energy (VLO) in Q1 2022, closing a stake of 475 shares — an estimated $35K sold.

Retirement Planning Company of New England first reported a position in VLO in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold VLO as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Valero Energy position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 475 Valero Energy shares in Q1 2022, an estimated $35K.
  • Retirement Planning Company of New England first reported a position in Valero Energy in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Valero Energy position peaked at $35K in Q4 2021.
  • 1,173 funds tracked by Wall St. Rank held Valero Energy as of Q1 2022.

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