American Portfolios Advisors’s XP XP Stock Holding History

American Portfolios Advisors’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 Q3	$4.09K	Hold	215	–	–	﹤0.01%	2905
2022 Q2	$3.86K	Hold	215	–	–	﹤0.01%	2931
2022 Q1	$6.47K	Hold	215	–	–	﹤0.01%	2855
2021 Q4	$6.18K	Buy	215 +2	+0.9%	+$65	﹤0.01%	2813
2021 Q3	$8.56K	Hold	213	–	–	﹤0.01%	2639
2021 Q2	$9.28K	Buy	213 +8	+4%	+$331	﹤0.01%	2559
2021 Q1	$7.72K	Buy	205 +196	+2,178%	+$8.37K	﹤0.01%	2501
2020 Q4	$357	Hold	9	–	–	﹤0.01%	2919
2020 Q3	$375	Buy	+9	New	+$411	﹤0.01%	2865

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

American Portfolios Advisors's XP Position: Q3 2022 in Review

American Portfolios Advisors held its XP (XP) position steady in Q3 2022 at 215 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

American Portfolios Advisors first reported a position in XP in Q3 2020 and has held it in 9 quarters since. The position peaked at $9.28K in Q2 2021. 200 funds tracked by Wall St. Rank hold XP as of Q3 2022.

American Portfolios Advisors held 215 shares of XP worth $4.09K as of Q3 2022.
American Portfolios Advisors left its XP share count unchanged in Q3 2022.
XP made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2905 holding.
American Portfolios Advisors first reported a position in XP in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's XP position peaked at $9.28K in Q2 2021.
200 funds tracked by Wall St. Rank held XP as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.