AF
XP icon

Allworth Financial’s XP XP Stock Holding History

Allworth Financial’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
2026
Q1 		$23.9K Buy
1,254
+749
+148% +$14.5K ﹤0.01% 2864
2025
Q4 		$8.27K Buy
505
+133
+36% +$2.34K ﹤0.01% 3398
2025
Q3 		$6.99K Buy
372
+117
+46% +$2.1K ﹤0.01% 3348
2025
Q2 		$5.15K Buy
255
+85
+50% +$1.47K ﹤0.01% 3242
2025
Q1 		$2.65K Buy
170
+39
+30% +$537 ﹤0.01% 3088
2024
Q4 		$1.58K Sell
131
-99
-43% -$1.56K ﹤0.01% 3232
2024
Q3 		$4.13K Buy
230
+65
+39% +$1.19K ﹤0.01% 2653
2024
Q2 		$2.95K Buy
165
+20
+14% +$413 ﹤0.01% 2752
2024
Q1 		$3.72K Buy
145
+11
+8% +$276 ﹤0.01% 2539
2023
Q4 		$3.49K Buy
134
+13
+11% +$297 ﹤0.01% 2428
2023
Q3 		$2.78K Sell
121
-4
-3% -$100 ﹤0.01% 2382
2023
Q2 		$2.93K Buy
125
+35
+39% +$594 ﹤0.01% 2328
2023
Q1 		$1.07K Buy
+90
New +$1.28K ﹤0.01% 2645
2022
Q2 		– Sell
-15
Closed – – 2873
2022
Q1 		$0 Hold
15
– – ﹤0.01% 2420
2021
Q4 		$0 Hold
15
– – ﹤0.01% 2143
2021
Q3 		$1K Hold
15
– – ﹤0.01% 1814
2021
Q2 		$1K Hold
15
– – ﹤0.01% 1510
2021
Q1 		$1K Hold
15
– – ﹤0.01% 1441
2020
Q4 		$1K Buy
+15
New +$613 ﹤0.01% 1305

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return