Bourgeon Capital Management’s XP XP Stock Holding History

Bourgeon Capital 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
2022 Q4	–	Sell	-171	Closed	-$3K	–	476
2022 Q3	$3K	Buy	+171	New	+$3.39K	﹤0.01%	298

Other funds holding XP

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Bourgeon Capital Management's XP Position: Q4 2022 in Review

Bourgeon Capital Management sold out of XP (XP) in Q4 2022, closing a stake of 171 shares — an estimated $3K sold.

Bourgeon Capital Management first reported a position in XP in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 199 funds tracked by Wall St. Rank hold XP as of Q4 2022.

Bourgeon Capital Management reported no remaining XP position as of Q4 2022 after selling out during the quarter.
Bourgeon Capital Management sold 171 XP shares in Q4 2022, an estimated $3K.
Bourgeon Capital Management first reported a position in XP in Q3 2022 and held it in 1 quarter.
Bourgeon Capital Management's XP position peaked at $3K in Q3 2022.
199 funds tracked by Wall St. Rank held XP as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.