Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-17
Closed -$201 1008
2024
Q4
$201 Sell
17
-22
-56% -$346 ﹤0.01% 790
2024
Q3
$700 Hold
39
﹤0.01% 778
2024
Q2
$686 Buy
+39
New +$806 ﹤0.01% 819

Other funds holding XP

Creekmur Asset Management's XP Position: Q1 2025 in Review

Creekmur Asset Management sold out of XP (XP) in Q1 2025, closing a stake of 17 shares — an estimated $201 sold.

Creekmur Asset Management first reported a position in XP in Q2 2024 and held it in 3 quarters. The position peaked at $700 in Q3 2024. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • Creekmur Asset Management reported no remaining XP position as of Q1 2025 after selling out during the quarter.
  • Creekmur Asset Management sold 17 XP shares in Q1 2025, an estimated $201.
  • Creekmur Asset Management first reported a position in XP in Q2 2024 and held it in 3 quarters.
  • Creekmur Asset Management's XP position peaked at $700 in Q3 2024.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on Creekmur Asset Management's 13F filing for Q1 2025, filed 5 May 2025.