Castle Financial & Retirement Planning Associates’s XP XP Stock Holding History

Castle Financial & Retirement Planning 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	$1K	Buy	+16	New	+$521	﹤0.01%	203

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

Castle Financial & Retirement Planning Associates's XP Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in XP (XP) in Q4 2021: 16 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #203 among its holdings.

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

Castle Financial & Retirement Planning Associates held 16 shares of XP worth $1K as of Q4 2021.
XP was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
XP made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #203 holding.
234 funds tracked by Wall St. Rank held XP as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.