CWM
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Congress Wealth Management’s XP XP Stock Holding History

Congress Wealth 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
2022
Q4 		– Sell
-43,322
Closed -$824K – 589
2022
Q3 		$824K Buy
43,322
+18,931
+78% +$376K 0.02% 348
2022
Q2 		$438K Sell
24,391
-73
-0.3% -$1.68K 0.01% 425
2022
Q1 		$736K Buy
24,464
+9,698
+66% +$302K 0.02% 394
2021
Q4 		$424K Buy
+14,766
New +$481K 0.01% 486

Other funds holding XP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Congress Wealth Management's XP Position: Q4 2022 in Review

Congress Wealth Management sold out of XP (XP) in Q4 2022, closing a stake of 43,322 shares — an estimated $824K sold.

Congress Wealth Management first reported a position in XP in Q4 2021 and held it in 4 quarters. The position peaked at $824K in Q3 2022. 199 funds tracked by Wall St. Rank hold XP as of Q4 2022.

  • Congress Wealth Management reported no remaining XP position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 43,322 XP shares in Q4 2022, an estimated $824K.
  • Congress Wealth Management first reported a position in XP in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's XP position peaked at $824K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held XP as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.