Blue Trust Inc’s XP XP Stock Holding History

Blue Trust Inc’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
2026 Q1	$69.8K	Sell	3,664 -299	-8%	-$5.78K	﹤0.01%	1187
2025 Q4	$64.9K	Sell	3,963 -87	-2%	-$1.53K	﹤0.01%	1248
2025 Q3	$76.1K	Sell	4,050 -210	-5%	-$3.77K	﹤0.01%	1193
2025 Q2	$86.1K	Sell	4,260 -276	-6%	-$4.77K	﹤0.01%	1106
2025 Q1	$62.4K	Buy	4,536 +4,463	+6,114%	+$61.4K	﹤0.01%	1230
2024 Q4	$865	Sell	73 -682	-90%	-$10.7K	﹤0.01%	2292
2024 Q3	$13.3K	Buy	755 +462	+158%	+$8.42K	﹤0.01%	2097
2024 Q2	$7.52K	Buy	293 +220	+301%	+$4.54K	﹤0.01%	2035
2024 Q1	$1.87K	Sell	73 -129	-64%	-$3.23K	﹤0.01%	1838
2023 Q4	$5K	Buy	202 +129	+177%	+$2.94K	﹤0.01%	1876
2023 Q3	$2K	Sell	73 -9	-11%	-$226	﹤0.01%	1867
2023 Q2	$1K	Buy	82 +9	+12%	+$153	﹤0.01%	1957
2023 Q1	$1K	Sell	73 -12	-14%	-$171	﹤0.01%	2236
2022 Q4	$2K	Buy	85 +74	+673%	+$1.29K	﹤0.01%	1977
2022 Q3	$0	Sell	11 -2,143	-99%	-$42.5K	﹤0.01%	2358
2022 Q2	$65K	Buy	+2,154	New	+$49.6K	﹤0.01%	625

Other funds holding XP

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return