Brown Advisory’s XP XP Stock Holding History

Brown Advisory’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
2021 Q4	–	Sell	-45,229	Closed	-$1.82M	–	1283
2021 Q3	$1.82M	Buy	45,229 +12,322	+37%	+$550K	﹤0.01%	586
2021 Q2	$1.43M	Buy	+32,907	New	+$1.36M	﹤0.01%	625

Other funds holding XP

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

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

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

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

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

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

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

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

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

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

Brown Advisory's XP Position: Q4 2021 in Review

Brown Advisory sold out of XP (XP) in Q4 2021, closing a stake of 45,229 shares — an estimated $1.82M sold.

Brown Advisory first reported a position in XP in Q2 2021 and held it in 2 quarters. The position peaked at $1.82M in Q3 2021. 234 funds tracked by Wall St. Rank hold XP as of Q4 2021.

Brown Advisory reported no remaining XP position as of Q4 2021 after selling out during the quarter.
Brown Advisory sold 45,229 XP shares in Q4 2021, an estimated $1.82M.
Brown Advisory first reported a position in XP in Q2 2021 and held it in 2 quarters.
Brown Advisory's XP position peaked at $1.82M in Q3 2021.
234 funds tracked by Wall St. Rank held XP as of Q4 2021.

Based on Brown Advisory's 13F filing for Q4 2021, filed 27 Jan 2022.