Dynamic Technology Lab’s XP XP Stock Holding History

Dynamic Technology Lab’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
2025 Q4	–	Sell	-30,667	Closed	-$576K	–	1128
2025 Q3	$576K	Buy	+30,667	New	+$550K	0.1%	368
2025 Q1	–	Sell	-12,329	Closed	-$146K	–	1407
2024 Q4	$146K	Buy	+12,329	New	+$194K	0.02%	801
2024 Q1	–	Sell	-16,608	Closed	-$433K	–	1479
2023 Q4	$433K	Buy	+16,608	New	+$379K	0.05%	649
2022 Q3	–	Sell	-133,578	Closed	-$2.4M	–	1583
2022 Q2	$2.4M	Buy	133,578 +92,108	+222%	+$2.12M	0.27%	51
2022 Q1	$1.25M	Buy	+41,470	New	+$1.29M	0.15%	204
2021 Q4	–	Sell	-51,240	Closed	-$2.06M	–	1545
2021 Q3	$2.06M	Buy	+51,240	New	+$2.29M	0.25%	76
2021 Q2	–	Sell	-26,211	Closed	-$987K	–	1598
2021 Q1	$987K	Buy	+26,211	New	+$1.12M	0.11%	258

Other funds holding XP

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

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

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

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dynamic Technology Lab's XP Position: Q4 2025 in Review

Dynamic Technology Lab sold out of XP (XP) in Q4 2025, closing a stake of 30,667 shares — an estimated $576K sold.

Dynamic Technology Lab first reported a position in XP in Q1 2021 and held it in 7 quarters. The position peaked at $2.4M in Q2 2022. 342 funds tracked by Wall St. Rank hold XP as of Q4 2025.

Dynamic Technology Lab reported no remaining XP position as of Q4 2025 after selling out during the quarter.
Dynamic Technology Lab sold 30,667 XP shares in Q4 2025, an estimated $576K.
Dynamic Technology Lab first reported a position in XP in Q1 2021 and held it in 7 quarters.
Dynamic Technology Lab's XP position peaked at $2.4M in Q2 2022.
342 funds tracked by Wall St. Rank held XP as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.