Axa
XP icon

Axa’s XP XP Stock Holding History

Axa’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
Q2 		– Sell
-126,150
Closed -$3.8M – 1235
2022
Q1 		$3.8M Buy
126,150
+14,700
+13% +$458K 0.01% 723
2021
Q4 		$3.2M Sell
111,450
-43,556
-28% -$1.42M 0.01% 765
2021
Q3 		$6.23M Sell
155,006
-824
-0.5% -$36.8K 0.02% 624
2021
Q2 		$6.79M Buy
155,830
+17,428
+13% +$721K 0.02% 632
2021
Q1 		$5.21M Buy
138,402
+2,400
+2% +$102K 0.02% 698
2020
Q4 		$5.39M Buy
136,002
+1,928
+1% +$78.8K 0.02% 674
2020
Q3 		$5.59M Sell
134,074
-3,210
-2% -$147K 0.02% 592
2020
Q2 		$5.77M Sell
137,284
-24,683
-15% -$757K 0.02% 575
2020
Q1 		$3.12M Buy
161,967
+35,825
+28% +$1.21M 0.02% 641
2019
Q4 		$4.86M Buy
+126,142
New +$4.74M 0.02% 626

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Axa's XP Position: Q2 2022 in Review

Axa sold out of XP (XP) in Q2 2022, closing a stake of 126,150 shares — an estimated $3.8M sold.

Axa first reported a position in XP in Q4 2019 and held it in 10 quarters. The position peaked at $6.79M in Q2 2021. 200 funds tracked by Wall St. Rank hold XP as of Q2 2022.

  • Axa reported no remaining XP position as of Q2 2022 after selling out during the quarter.
  • Axa sold 126,150 XP shares in Q2 2022, an estimated $3.8M.
  • Axa first reported a position in XP in Q4 2019 and held it in 10 quarters.
  • Axa's XP position peaked at $6.79M in Q2 2021.
  • 200 funds tracked by Wall St. Rank held XP as of Q2 2022.

Based on Axa's 13F filing for Q2 2022, filed 15 Aug 2022.