Custom Index Systems’s XP XP Stock Holding History

Custom Index Systems’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
2024 Q2	–	Sell	-17,470	Closed	-$448K	–	309
2024 Q1	$448K	Sell	17,470 -1,555	-8%	-$39K	0.25%	112
2023 Q4	$496K	Buy	+19,025	New	+$434K	0.31%	79

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Custom Index Systems's XP Position: Q2 2024 in Review

Custom Index Systems sold out of XP (XP) in Q2 2024, closing a stake of 17,470 shares — an estimated $448K sold.

Custom Index Systems first reported a position in XP in Q4 2023 and held it in 2 quarters. The position peaked at $496K in Q4 2023. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

Custom Index Systems reported no remaining XP position as of Q2 2024 after selling out during the quarter.
Custom Index Systems sold 17,470 XP shares in Q2 2024, an estimated $448K.
Custom Index Systems first reported a position in XP in Q4 2023 and held it in 2 quarters.
Custom Index Systems's XP position peaked at $496K in Q4 2023.
265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Custom Index Systems's 13F filing for Q2 2024, filed 6 Aug 2024.