Annapolis Financial Services’s XP XP Stock Holding History

Annapolis Financial Services’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
2021 Q1	–	Sell	-300	Closed	-$12K	–	458
2020 Q4	$12K	Buy	+300	New	+$12.3K	﹤0.01%	238

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Annapolis Financial Services's XP Position: Q1 2021 in Review

Annapolis Financial Services sold out of XP (XP) in Q1 2021, closing a stake of 300 shares — an estimated $12K sold.

Annapolis Financial Services first reported a position in XP in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 149 funds tracked by Wall St. Rank hold XP as of Q1 2021.

Annapolis Financial Services reported no remaining XP position as of Q1 2021 after selling out during the quarter.
Annapolis Financial Services sold 300 XP shares in Q1 2021, an estimated $12K.
Annapolis Financial Services first reported a position in XP in Q4 2020 and held it in 1 quarter.
Annapolis Financial Services's XP position peaked at $12K in Q4 2020.
149 funds tracked by Wall St. Rank held XP as of Q1 2021.

Based on Annapolis Financial Services's 13F filing for Q1 2021, filed 6 May 2021.