CFA
XP icon

Carroll Financial Associates’s XP XP Stock Holding History

Carroll Financial Associates’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 		$10K Buy
+338
New +$11K ﹤0.01% 1177

Other funds holding XP

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Carroll Financial Associates's XP Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in XP (XP) in Q4 2021: 338 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1177 among its holdings.

234 funds tracked by Wall St. Rank hold XP as of Q4 2021.

  • Carroll Financial Associates held 338 shares of XP worth $10K as of Q4 2021.
  • XP was a new Carroll Financial Associates position in Q4 2021.
  • XP made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1177 holding.
  • 234 funds tracked by Wall St. Rank held XP as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.