CPA
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Capital Performance Advisors’s XP XP Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-15
Closed -$269 – 2742
2024
Q3 		$269 Buy
+15
New +$273 ﹤0.01% 2490

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
GA
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Capital Performance Advisors's XP Position: Q4 2024 in Review

Capital Performance Advisors sold out of XP (XP) in Q4 2024, closing a stake of 15 shares — an estimated $269 sold.

Capital Performance Advisors first reported a position in XP in Q3 2024 and held it in 1 quarter. The position peaked at $269 in Q3 2024. 294 funds tracked by Wall St. Rank hold XP as of Q4 2024.

  • Capital Performance Advisors reported no remaining XP position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 15 XP shares in Q4 2024, an estimated $269.
  • Capital Performance Advisors first reported a position in XP in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's XP position peaked at $269 in Q3 2024.
  • 294 funds tracked by Wall St. Rank held XP as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.