RPGK
CTOS icon

Retirement Planning Group (Kansas)’s Custom Truck One Source CTOS Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,216
Closed -$106K – 138
2022
Q3 		$106K Buy
+18,216
New +$114K 0.01% 125

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Hawkeye Capital Management Miami Beach, Florida $40.6M AUM 11.3% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Retirement Planning Group (Kansas)'s CTOS Position: Q4 2022 in Review

Retirement Planning Group (Kansas) sold out of Custom Truck One Source (CTOS) in Q4 2022, closing a stake of 18,216 shares — an estimated $106K sold.

Retirement Planning Group (Kansas) first reported a position in CTOS in Q3 2022 and held it in 1 quarter. The position peaked at $106K in Q3 2022. 86 funds tracked by Wall St. Rank hold CTOS as of Q4 2022.

  • Retirement Planning Group (Kansas) reported no remaining Custom Truck One Source position as of Q4 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 18,216 Custom Truck One Source shares in Q4 2022, an estimated $106K.
  • Retirement Planning Group (Kansas) first reported a position in Custom Truck One Source in Q3 2022 and held it in 1 quarter.
  • Retirement Planning Group (Kansas)'s Custom Truck One Source position peaked at $106K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2022, filed 19 Jan 2023.