Catalyst Funds Management’s XP XP Stock Holding History

Catalyst Funds Management’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 Q3	–	Sell	-167,000	Closed	-$2.94M	–	1633
2024 Q2	$2.94M	Buy	+167,000	New	+$3.45M	0.79%	20

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Catalyst Funds Management's XP Position: Q3 2024 in Review

Catalyst Funds Management sold out of XP (XP) in Q3 2024, closing a stake of 167,000 shares — an estimated $2.94M sold.

Catalyst Funds Management first reported a position in XP in Q2 2024 and held it in 1 quarter. The position peaked at $2.94M in Q2 2024. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

Catalyst Funds Management reported no remaining XP position as of Q3 2024 after selling out during the quarter.
Catalyst Funds Management sold 167,000 XP shares in Q3 2024, an estimated $2.94M.
Catalyst Funds Management first reported a position in XP in Q2 2024 and held it in 1 quarter.
Catalyst Funds Management's XP position peaked at $2.94M in Q2 2024.
292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Catalyst Funds Management's 13F filing for Q3 2024, filed 14 Nov 2024.