AXS Investments’s XP XP Stock Holding History

AXS Investments’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 Q2	–	Sell	-22,000	Closed	-$565K	–	320
2024 Q1	$565K	Sell	22,000 -8,000	-27%	-$201K	0.14%	212
2023 Q4	$782K	Buy	+30,000	New	+$685K	0.19%	178

Other funds holding XP

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

AXS Investments's XP Position: Q2 2024 in Review

AXS Investments sold out of XP (XP) in Q2 2024, closing a stake of 22,000 shares — an estimated $565K sold.

AXS Investments first reported a position in XP in Q4 2023 and held it in 2 quarters. The position peaked at $782K in Q4 2023. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

AXS Investments reported no remaining XP position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 22,000 XP shares in Q2 2024, an estimated $565K.
AXS Investments first reported a position in XP in Q4 2023 and held it in 2 quarters.
AXS Investments's XP position peaked at $782K in Q4 2023.
265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.