BTG Pactual Global Asset Management’s XP XP Stock Holding History

BTG Pactual Global Asset 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
2024 Q1	$5.14M	Sell	200,364 -198,932	-50%	-$4.99M	1.64%	44
2023 Q4	$10.4M	Buy	399,296 +174,475	+78%	+$3.98M	6.21%	3
2023 Q3	$5.18M	Buy	224,821 +57,920	+35%	+$1.45M	2.96%	22
2023 Q2	$3.92M	Buy	+166,901	New	+$2.83M	2.06%	35
2022 Q3	–	Sell	-38,293	Closed	-$688K	–	164
2022 Q2	$688K	Buy	38,293 +15,871	+71%	+$365K	0.63%	85
2022 Q1	$675K	Buy	+22,422	New	+$699K	0.66%	104
2020 Q1	–	Sell	-216,402	Closed	-$8.34M	–	170
2019 Q4	$8.34M	Buy	+216,402	New	+$8.12M	4.62%	12

Other funds holding XP

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

Capital World Investors

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

Fidelity Investments

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

Mawer Investment Management

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

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

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

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

Sands Capital Management

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

Canada Pension Plan Investment Board

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return