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Brown Brothers Harriman & Co’s XP XP Stock Holding History

Brown Brothers Harriman & Co’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
2023
Q2 		– Sell
-60
Closed -$712 – 1345
2023
Q1 		$712 Hold
60
– – ﹤0.01% 1205
2022
Q4 		$920 Sell
60
-1,244
-95% -$21.8K ﹤0.01% 1191
2022
Q3 		$25K Buy
1,304
+821
+170% +$16.3K ﹤0.01% 919
2022
Q2 		$9K Hold
483
– – ﹤0.01% 1036
2022
Q1 		$15K Buy
483
+423
+705% +$13.2K ﹤0.01% 973
2021
Q4 		$2 Buy
+60
New +$1.95K ﹤0.01% 1094

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Brown Brothers Harriman & Co's XP Position: Q2 2023 in Review

Brown Brothers Harriman & Co sold out of XP (XP) in Q2 2023, closing a stake of 60 shares — an estimated $712 sold.

Brown Brothers Harriman & Co first reported a position in XP in Q4 2021 and held it in 6 quarters. The position peaked at $25K in Q3 2022. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

  • Brown Brothers Harriman & Co reported no remaining XP position as of Q2 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 60 XP shares in Q2 2023, an estimated $712.
  • Brown Brothers Harriman & Co first reported a position in XP in Q4 2021 and held it in 6 quarters.
  • Brown Brothers Harriman & Co's XP position peaked at $25K in Q3 2022.
  • 225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2023, filed 7 Aug 2023.