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Advisors Asset Management’s XP XP Stock Holding History

Advisors Asset 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
2022
Q4 		– Sell
-120
Closed -$2K – 1518
2022
Q3 		$2K Sell
120
-144
-55% -$2.86K ﹤0.01% 1456
2022
Q2 		$5K Sell
264
-193
-42% -$4.44K ﹤0.01% 1476
2022
Q1 		$14K Sell
457
-112
-20% -$3.49K ﹤0.01% 1476
2021
Q4 		$16K Buy
+569
New +$18.5K ﹤0.01% 1480

Other funds holding XP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Advisors Asset Management's XP Position: Q4 2022 in Review

Advisors Asset Management sold out of XP (XP) in Q4 2022, closing a stake of 120 shares — an estimated $2K sold.

Advisors Asset Management first reported a position in XP in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q4 2021. 199 funds tracked by Wall St. Rank hold XP as of Q4 2022.

  • Advisors Asset Management reported no remaining XP position as of Q4 2022 after selling out during the quarter.
  • Advisors Asset Management sold 120 XP shares in Q4 2022, an estimated $2K.
  • Advisors Asset Management first reported a position in XP in Q4 2021 and held it in 4 quarters.
  • Advisors Asset Management's XP position peaked at $16K in Q4 2021.
  • 199 funds tracked by Wall St. Rank held XP as of Q4 2022.

Based on Advisors Asset Management's 13F filing for Q4 2022, filed 13 Feb 2023.