WealthPLAN Partners’s RXO RXO Stock Holding History

WealthPLAN Partners’s Portfolio RXO Stock Details RXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-92	Closed	-$2.09K	–	987
2023 Q2	$2.09K	Hold	92	–	–	﹤0.01%	1070
2023 Q1	$1.81K	Buy	+92	New	+$1.77K	﹤0.01%	1146

Other funds holding RXO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

WealthPLAN Partners's RXO Position: Q3 2023 in Review

WealthPLAN Partners sold out of RXO (RXO) in Q3 2023, closing a stake of 92 shares — an estimated $2.09K sold.

WealthPLAN Partners first reported a position in RXO in Q1 2023 and held it in 2 quarters. The position peaked at $2.09K in Q2 2023. 251 funds tracked by Wall St. Rank hold RXO as of Q3 2023.

WealthPLAN Partners reported no remaining RXO position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 92 RXO shares in Q3 2023, an estimated $2.09K.
WealthPLAN Partners first reported a position in RXO in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's RXO position peaked at $2.09K in Q2 2023.
251 funds tracked by Wall St. Rank held RXO as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.