Curi RMB Capital’s XP XP Stock Holding History

Curi RMB Capital’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
2020 Q1	–	Sell	-10,000	Closed	-$385K	–	787
2019 Q4	$385K	Buy	+10,000	New	+$375K	0.01%	495

Other funds holding XP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DADR

Dynamo Administracao de Recursos Rio De Janeiro, Brazil $18.5M AUM 37.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

Curi RMB Capital's XP Position: Q1 2020 in Review

Curi RMB Capital sold out of XP (XP) in Q1 2020, closing a stake of 10,000 shares — an estimated $385K sold.

Curi RMB Capital first reported a position in XP in Q4 2019 and held it in 1 quarter. The position peaked at $385K in Q4 2019. 102 funds tracked by Wall St. Rank hold XP as of Q1 2020.

Curi RMB Capital reported no remaining XP position as of Q1 2020 after selling out during the quarter.
Curi RMB Capital sold 10,000 XP shares in Q1 2020, an estimated $385K.
Curi RMB Capital first reported a position in XP in Q4 2019 and held it in 1 quarter.
Curi RMB Capital's XP position peaked at $385K in Q4 2019.
102 funds tracked by Wall St. Rank held XP as of Q1 2020.

Based on Curi RMB Capital's 13F filing for Q1 2020, filed 11 May 2020.