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Cutler Group’s XP XP Stock Holding History

Cutler Group’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
Q1 		$3K Sell
8,800
-3,600
-29% -$90.3K ﹤0.01% 1777
2023
Q4 		$28K Buy
12,400
+1,900
+18% +$43.4K ﹤0.01% 1784
2023
Q3 		$22K Sell
10,500
-3,300
-24% -$82.7K ﹤0.01% 1976
2023
Q2 		$23K Sell
13,800
-27,100
-66% -$460K ﹤0.01% 1789
2023
Q1 		$4K Buy
+40,900
New +$583K ﹤0.01% 2880
2022
Q4 		– Sell
-8,100
Closed -$11K – 5359
2022
Q3 		$11K Buy
+8,100
New +$161K ﹤0.01% 3099
2022
Q2 		– Sell
-56,600
Closed -$19K – 5785
2022
Q1 		$19K Sell
56,600
-1,700
-3% -$53K ﹤0.01% 3114
2021
Q4 		$9K Buy
58,300
+52,700
+941% +$1.72M ﹤0.01% 3818
2021
Q3 		$11K Sell
5,600
-900
-14% -$40.2K ﹤0.01% 3878
2021
Q2 		$30K Buy
+6,500
New +$269K ﹤0.01% 2951
2021
Q1 		– Sell
-100
Closed -$1K – 6411
2020
Q4 		$1K Sell
100
-500
-83% -$20.4K ﹤0.01% 4624
2020
Q3 		$2K Hold
600
– – ﹤0.01% 4158
2020
Q2 		$5K Buy
+600
New +$18.4K ﹤0.01% 3367

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Cutler Group's XP Position: Q1 2024 in Review

Cutler Group sold out of XP (XP) in Q1 2024, closing a stake of 18,366 shares — an estimated $461K sold.

Cutler Group first reported a position in XP in Q1 2020 and held it in 12 quarters. The position peaked at $519K in Q1 2021. 298 funds tracked by Wall St. Rank hold XP as of Q1 2024.

  • Cutler Group reported no remaining XP position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 18,366 XP shares in Q1 2024, an estimated $461K.
  • Cutler Group first reported a position in XP in Q1 2020 and held it in 12 quarters.
  • Cutler Group's XP position peaked at $519K in Q1 2021.
  • 298 funds tracked by Wall St. Rank held XP as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.