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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 		$2K Sell
1,800
-14,300
-89% -$359K ﹤0.01% 1921
2023
Q4 		$4K Sell
16,100
-4,600
-22% -$105K ﹤0.01% 2893
2023
Q3 		$36K Buy
20,700
+15,700
+314% +$394K ﹤0.01% 1681
2023
Q2 		$10K Sell
5,000
-9,800
-66% -$166K ﹤0.01% 2277
2023
Q1 		$37K Buy
+14,800
New +$211K ﹤0.01% 1539
2022
Q4 		– Sell
-4,800
Closed -$14K – 5361
2022
Q3 		$14K Buy
4,800
+3,900
+433% +$77.4K ﹤0.01% 2900
2022
Q2 		$9K Sell
900
-37,200
-98% -$856K ﹤0.01% 3321
2022
Q1 		$75K Buy
38,100
+36,600
+2,440% +$1.14M ﹤0.01% 1913
2021
Q4 		$2K Buy
+1,500
New +$48.9K ﹤0.01% 4860
2021
Q3 		– Sell
-9,400
Closed -$21K – 6470
2021
Q2 		$21K Sell
9,400
-16,700
-64% -$691K ﹤0.01% 3278
2021
Q1 		$54K Buy
26,100
+21,600
+480% +$922K ﹤0.01% 2323
2020
Q4 		$1K Buy
+4,500
New +$184K ﹤0.01% 4625
2020
Q2 		– Sell
-5,700
Closed -$2K – 4988
2020
Q1 		$2K Buy
+5,700
New +$193K ﹤0.01% 3583

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.