AFWM
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Abich Financial Wealth Management’s XP XP Stock Holding History

Abich Financial Wealth Management’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.06K Sell
59
-4,150
-99% -$75.7K ﹤0.01% 361
2024
Q2 		$74K Buy
+4,209
New +$87K 0.05% 123

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Abich Financial Wealth Management's XP Position: Q3 2024 in Review

Abich Financial Wealth Management reduced its XP (XP) stake by 99% in Q3 2024, selling an estimated $75.7K and leaving 59 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Abich Financial Wealth Management first reported a position in XP in Q2 2024 and has held it in 2 quarters since. The position peaked at $74K in Q2 2024. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Abich Financial Wealth Management held 59 shares of XP worth $1.06K as of Q3 2024.
  • Abich Financial Wealth Management sold 4,150 XP shares in Q3 2024, an estimated $75.7K.
  • XP made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2024, its #361 holding.
  • Abich Financial Wealth Management first reported a position in XP in Q2 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's XP position peaked at $74K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.