Cetera Investment Advisers
XP icon

Cetera Investment Advisers’s XP XP Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$338K Buy
17,748
+6,230
+54% +$120K ﹤0.01% 3882
2025
Q4 		$189K Sell
11,518
-30,485
-73% -$537K ﹤0.01% 4251
2025
Q3 		$789K Buy
42,003
+5,440
+15% +$97.6K ﹤0.01% 2994
2025
Q2 		$739K Buy
36,563
+85
+0.2% +$1.47K ﹤0.01% 2659
2025
Q1 		$502K Buy
36,478
+2,331
+7% +$32.1K ﹤0.01% 2841
2024
Q4 		$405K Sell
34,147
-6,102
-15% -$96K ﹤0.01% 2857
2024
Q3 		$722K Buy
40,249
+3,344
+9% +$61K ﹤0.01% 2356
2024
Q2 		$649K Buy
36,905
+6,961
+23% +$144K ﹤0.01% 2396
2024
Q1 		$768K Buy
29,944
+8,122
+37% +$204K ﹤0.01% 2277
2023
Q4 		$569K Buy
21,822
+3,536
+19% +$80.7K ﹤0.01% 1424
2023
Q3 		$421K Sell
18,286
-12,610
-41% -$316K ﹤0.01% 1515
2023
Q2 		$725K Sell
30,896
-4,946
-14% -$83.9K 0.01% 1236
2023
Q1 		$425K Buy
+35,842
New +$511K ﹤0.01% 1518

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return