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Annis Gardner Whiting Capital Advisors’s XP XP Stock Holding History

Annis Gardner Whiting Capital 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
2024
Q3 		– Sell
-104
Closed -$1.83K – 958
2024
Q2 		$1.83K Hold
104
– – ﹤0.01% 856
2024
Q1 		$2.67K Buy
+104
New +$2.61K ﹤0.01% 828

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's XP Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of XP (XP) in Q3 2024, closing a stake of 104 shares — an estimated $1.83K sold.

Annis Gardner Whiting Capital Advisors first reported a position in XP in Q1 2024 and held it in 2 quarters. The position peaked at $2.67K in Q1 2024. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 104 XP shares in Q3 2024, an estimated $1.83K.
  • Annis Gardner Whiting Capital Advisors first reported a position in XP in Q1 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's XP position peaked at $2.67K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.