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Retirement Planning Company of New England’s XPO XPO Stock Holding History

Retirement Planning Company of New England’s Portfolio XPO Stock Details XPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8,531
Closed -$747K – 241
2023
Q4 		$747K Hold
8,531
– – 0.34% 91
2023
Q3 		$637K Buy
8,531
+4,950
+138% +$342K 0.35% 89
2023
Q2 		$211K Buy
+3,581
New +$162K 0.12% 204
2022
Q1 		– Sell
-2,548
Closed -$117K – 913
2021
Q4 		$117K Buy
+2,548
New +$118K 0.06% 284

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Retirement Planning Company of New England's XPO Position: Q1 2024 in Review

Retirement Planning Company of New England sold out of XPO (XPO) in Q1 2024, closing a stake of 8,531 shares — an estimated $747K sold.

Retirement Planning Company of New England first reported a position in XPO in Q4 2021 and held it in 4 quarters. The position peaked at $747K in Q4 2023. 527 funds tracked by Wall St. Rank hold XPO as of Q1 2024.

  • Retirement Planning Company of New England reported no remaining XPO position as of Q1 2024 after selling out during the quarter.
  • Retirement Planning Company of New England sold 8,531 XPO shares in Q1 2024, an estimated $747K.
  • Retirement Planning Company of New England first reported a position in XPO in Q4 2021 and held it in 4 quarters.
  • Retirement Planning Company of New England's XPO position peaked at $747K in Q4 2023.
  • 527 funds tracked by Wall St. Rank held XPO as of Q1 2024.

Based on Retirement Planning Company of New England's 13F filing for Q1 2024, filed 6 May 2024.