CSPIA
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Cary Street Partners Investment Advisory’s XP XP Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-482
Closed -$11.1K – 1804
2023
Q3 		$11.1K Hold
482
– – ﹤0.01% 1275
2023
Q2 		$11.3K Buy
+482
New +$8.18K ﹤0.01% 1207

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 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

Cary Street Partners Investment Advisory's XP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of XP (XP) in Q4 2023, closing a stake of 482 shares — an estimated $11.1K sold.

Cary Street Partners Investment Advisory first reported a position in XP in Q2 2023 and held it in 2 quarters. The position peaked at $11.3K in Q2 2023. 301 funds tracked by Wall St. Rank hold XP as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining XP position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 482 XP shares in Q4 2023, an estimated $11.1K.
  • Cary Street Partners Investment Advisory first reported a position in XP in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's XP position peaked at $11.3K in Q2 2023.
  • 301 funds tracked by Wall St. Rank held XP as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.