Brookfield BHS Advisors’s XP XP Stock Holding History

Brookfield BHS Advisors’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
2020 Q1	–	Sell	-225,000	Closed	-$8.67M	–	70
2019 Q4	$8.67M	Buy	+225,000	New	+$8.45M	1.59%	12

Other funds holding XP

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

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

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

DADR

Dynamo Administracao de Recursos Rio De Janeiro, Brazil $18.5M AUM 37.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brookfield BHS Advisors's XP Position: Q1 2020 in Review

Brookfield BHS Advisors sold out of XP (XP) in Q1 2020, closing a stake of 225,000 shares — an estimated $8.67M sold.

Brookfield BHS Advisors first reported a position in XP in Q4 2019 and held it in 1 quarter. The position peaked at $8.67M in Q4 2019. 102 funds tracked by Wall St. Rank hold XP as of Q1 2020.

Brookfield BHS Advisors reported no remaining XP position as of Q1 2020 after selling out during the quarter.
Brookfield BHS Advisors sold 225,000 XP shares in Q1 2020, an estimated $8.67M.
Brookfield BHS Advisors first reported a position in XP in Q4 2019 and held it in 1 quarter.
Brookfield BHS Advisors's XP position peaked at $8.67M in Q4 2019.
102 funds tracked by Wall St. Rank held XP as of Q1 2020.

Based on Brookfield BHS Advisors's 13F filing for Q1 2020, filed 15 May 2020.