Cahill Financial Advisors’s XP XP Stock Holding History

Cahill Financial 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
2021 Q4	–	Sell	-2,000	Closed	-$80K	–	808
2021 Q3	$80K	Buy	+2,000	New	+$89.3K	0.02%	286

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

Cahill Financial Advisors's XP Position: Q4 2021 in Review

Cahill Financial Advisors sold out of XP (XP) in Q4 2021, closing a stake of 2,000 shares — an estimated $80K sold.

Cahill Financial Advisors first reported a position in XP in Q3 2021 and held it in 1 quarter. The position peaked at $80K in Q3 2021. 234 funds tracked by Wall St. Rank hold XP as of Q4 2021.

Cahill Financial Advisors reported no remaining XP position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 2,000 XP shares in Q4 2021, an estimated $80K.
Cahill Financial Advisors first reported a position in XP in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's XP position peaked at $80K in Q3 2021.
234 funds tracked by Wall St. Rank held XP as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.