Anderson Financial Strategies’s XP XP Stock Holding History

Anderson Financial Strategies’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
2025 Q2	–	Sell	-150	Closed	-$2.06K	–	237
2025 Q1	$2.06K	Buy	+150	New	+$2.06K	﹤0.01%	212

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Anderson Financial Strategies's XP Position: Q2 2025 in Review

Anderson Financial Strategies sold out of XP (XP) in Q2 2025, closing a stake of 150 shares — an estimated $2.06K sold.

Anderson Financial Strategies first reported a position in XP in Q1 2025 and held it in 1 quarter. The position peaked at $2.06K in Q1 2025. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

Anderson Financial Strategies reported no remaining XP position as of Q2 2025 after selling out during the quarter.
Anderson Financial Strategies sold 150 XP shares in Q2 2025, an estimated $2.06K.
Anderson Financial Strategies first reported a position in XP in Q1 2025 and held it in 1 quarter.
Anderson Financial Strategies's XP position peaked at $2.06K in Q1 2025.
313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.