BFEC
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Benjamin F. Edwards & Company’s XP XP Stock Holding History

Benjamin F. Edwards & Company’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 		$6K Buy
330
+5
+2% +$103 ﹤0.01% 1853
2024
Q1 		$8K Sell
325
-13
-4% -$326 ﹤0.01% 1760
2023
Q4 		$9K Buy
+338
New +$7.71K ﹤0.01% 1701

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Benjamin F. Edwards & Company's XP Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its XP (XP) stake by 1.5% in Q2 2024, buying an estimated $103 and bringing the position to 330 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1853.

Benjamin F. Edwards & Company first reported a position in XP in Q4 2023 and has held it in 3 quarters since. The position peaked at $9K in Q4 2023. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • Benjamin F. Edwards & Company held 330 shares of XP worth $6K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 5 XP shares in Q2 2024, an estimated $103.
  • XP made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1853 holding.
  • Benjamin F. Edwards & Company first reported a position in XP in Q4 2023 and has held it in 3 quarters since.
  • Benjamin F. Edwards & Company's XP position peaked at $9K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.