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Retirement Planning Company of New England’s Werner Enterprises WERN Stock Holding History

Retirement Planning Company of New England’s Portfolio WERN Stock Details WERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-150
Closed -$7K – 885
2021
Q4 		$7K Buy
+150
New +$6.87K ﹤0.01% 717

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Retirement Planning Company of New England sold out of Werner Enterprises (WERN) in Q1 2022, closing a stake of 150 shares — an estimated $7K sold.

Retirement Planning Company of New England first reported a position in WERN in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 287 funds tracked by Wall St. Rank hold WERN as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Werner Enterprises position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 150 Werner Enterprises shares in Q1 2022, an estimated $7K.
  • Retirement Planning Company of New England first reported a position in Werner Enterprises in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Werner Enterprises position peaked at $7K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Werner Enterprises as of Q1 2022.

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