AMS Capital’s XP XP Stock Holding History

AMS Capital’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 Q1	–	Sell	-1,240,000	Closed	-$35.6M	–	35
2021 Q4	$35.6M	Buy	+1,240,000	New	+$40.4M	7.97%	4
2021 Q1	–	Sell	-557,402	Closed	-$22.1M	–	38
2020 Q4	$22.1M	Buy	557,402 +199,500	+56%	+$8.15M	4.36%	6
2020 Q3	$14.9M	Sell	357,902 -225,098	-39%	-$10.3M	3.61%	7
2020 Q2	$24.5M	Buy	583,000 +377,000	+183%	+$11.6M	9.77%	3
2020 Q1	$3.97M	Buy	+206,000	New	+$6.96M	2.44%	19

Other funds holding XP

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

AMS Capital's XP Position: Q1 2022 in Review

AMS Capital sold out of XP (XP) in Q1 2022, closing a stake of 1,240,000 shares — an estimated $35.6M sold.

AMS Capital first reported a position in XP in Q1 2020 and held it in 5 quarters. The position peaked at $35.6M in Q4 2021. 238 funds tracked by Wall St. Rank hold XP as of Q1 2022.

AMS Capital reported no remaining XP position as of Q1 2022 after selling out during the quarter.
AMS Capital sold 1,240,000 XP shares in Q1 2022, an estimated $35.6M.
AMS Capital first reported a position in XP in Q1 2020 and held it in 5 quarters.
AMS Capital's XP position peaked at $35.6M in Q4 2021.
238 funds tracked by Wall St. Rank held XP as of Q1 2022.

Based on AMS Capital's 13F filing for Q1 2022, filed 5 May 2022.