BRWA
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B. Riley Wealth Advisors’s XP XP Stock Holding History

B. Riley 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
-5,821
Closed -$254K – 1483
2021
Q2 		$254K Sell
5,821
-237
-4% -$9.8K 0.01% 1115
2021
Q1 		$229K Buy
+6,058
New +$259K 0.01% 1134

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TI
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
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
SI
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

B. Riley Wealth Advisors's XP Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of XP (XP) in Q3 2021, closing a stake of 5,821 shares — an estimated $254K sold.

B. Riley Wealth Advisors first reported a position in XP in Q1 2021 and held it in 2 quarters. The position peaked at $254K in Q2 2021. 168 funds tracked by Wall St. Rank hold XP as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining XP position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,821 XP shares in Q3 2021, an estimated $254K.
  • B. Riley Wealth Advisors first reported a position in XP in Q1 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's XP position peaked at $254K in Q2 2021.
  • 168 funds tracked by Wall St. Rank held XP as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.