CMF
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Counterpoint Mutual Funds’s XP XP Stock Holding History

Counterpoint Mutual Funds’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
-4,211
Closed -$97.1K – 306
2023
Q3 		$97.1K Buy
+4,211
New +$106K 0.08% 227

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 $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Counterpoint Mutual Funds's XP Position: Q4 2023 in Review

Counterpoint Mutual Funds sold out of XP (XP) in Q4 2023, closing a stake of 4,211 shares — an estimated $97.1K sold.

Counterpoint Mutual Funds first reported a position in XP in Q3 2023 and held it in 1 quarter. The position peaked at $97.1K in Q3 2023. 301 funds tracked by Wall St. Rank hold XP as of Q4 2023.

  • Counterpoint Mutual Funds reported no remaining XP position as of Q4 2023 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 4,211 XP shares in Q4 2023, an estimated $97.1K.
  • Counterpoint Mutual Funds first reported a position in XP in Q3 2023 and held it in 1 quarter.
  • Counterpoint Mutual Funds's XP position peaked at $97.1K in Q3 2023.
  • 301 funds tracked by Wall St. Rank held XP as of Q4 2023.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2023, filed 7 Feb 2024.