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Belpointe Asset Management’s XP XP Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-112
Closed -$1.33K – 3424
2023
Q1 		$1.33K Buy
112
+4
+4% +$57 ﹤0.01% 3419
2022
Q4 		$1.66K Buy
+108
New +$1.89K ﹤0.01% 3319

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
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Belpointe Asset Management's XP Position: Q2 2023 in Review

Belpointe Asset Management sold out of XP (XP) in Q2 2023, closing a stake of 112 shares — an estimated $1.33K sold.

Belpointe Asset Management first reported a position in XP in Q4 2022 and held it in 2 quarters. The position peaked at $1.66K in Q4 2022. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

  • Belpointe Asset Management reported no remaining XP position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 112 XP shares in Q2 2023, an estimated $1.33K.
  • Belpointe Asset Management first reported a position in XP in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's XP position peaked at $1.66K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.