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Beaird Harris Wealth Management’s XP XP Stock Holding History

Beaird Harris Wealth Management’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
-10
Closed -$257 – 801
2024
Q1 		$257 Hold
10
– – ﹤0.01% 607
2023
Q4 		$261 Buy
+10
New +$228 ﹤0.01% 585

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Beaird Harris Wealth Management's XP Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of XP (XP) in Q2 2024, closing a stake of 10 shares — an estimated $257 sold.

Beaird Harris Wealth Management first reported a position in XP in Q4 2023 and held it in 2 quarters. The position peaked at $261 in Q4 2023. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 10 XP shares in Q2 2024, an estimated $257.
  • Beaird Harris Wealth Management first reported a position in XP in Q4 2023 and held it in 2 quarters.
  • Beaird Harris Wealth Management's XP position peaked at $261 in Q4 2023.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.