Envestnet Portfolio Solutions
XP icon

Envestnet Portfolio Solutions’s XP XP Stock Holding History

Envestnet Portfolio Solutions’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
-7,813
Closed -$200K – 1706
2024
Q1 		$200K Buy
+7,813
New +$196K ﹤0.01% 1566

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Portfolio Solutions's XP Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of XP (XP) in Q2 2024, closing a stake of 7,813 shares — an estimated $200K sold.

Envestnet Portfolio Solutions first reported a position in XP in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,813 XP shares in Q2 2024, an estimated $200K.
  • Envestnet Portfolio Solutions first reported a position in XP in Q1 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's XP position peaked at $200K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.