Arkadios Wealth Advisors’s XP XP Stock Holding History

Arkadios Wealth 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
2021 Q3	–	Sell	-143	Closed	-$6K	–	2082
2021 Q2	$6K	Buy	+143	New	+$5.91K	﹤0.01%	1695

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

DCP

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

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

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

CIEP

Constellation Investimentos e Participacoes Sao Paulo, Brazil $46.7M AUM 23.3% 1-Year Est. Return

Arkadios Wealth Advisors's XP Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of XP (XP) in Q3 2021, closing a stake of 143 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in XP in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 168 funds tracked by Wall St. Rank hold XP as of Q3 2021.

Arkadios Wealth Advisors reported no remaining XP position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 143 XP shares in Q3 2021, an estimated $6K.
Arkadios Wealth Advisors first reported a position in XP in Q2 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's XP position peaked at $6K in Q2 2021.
168 funds tracked by Wall St. Rank held XP as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.