F/M Investments’s XP XP Stock Holding History

F/M Investments’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
2022 Q3	–	Sell	-52,169	Closed	-$2.27M	–	86
2022 Q2	$2.27M	Buy	+52,169	New	+$1.2M	1.8%	24
2021 Q3	–	Sell	-52,169	Closed	-$2.27M	–	104
2021 Q2	$2.27M	Buy	+52,169	New	+$2.16M	1.8%	24

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

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

F/M Investments's XP Position: Q3 2022 in Review

F/M Investments sold out of XP (XP) in Q3 2022, closing a stake of 52,169 shares — an estimated $2.27M sold.

F/M Investments first reported a position in XP in Q2 2021 and held it in 2 quarters. The position peaked at $2.27M in Q2 2022. 200 funds tracked by Wall St. Rank hold XP as of Q3 2022.

F/M Investments reported no remaining XP position as of Q3 2022 after selling out during the quarter.
F/M Investments sold 52,169 XP shares in Q3 2022, an estimated $2.27M.
F/M Investments first reported a position in XP in Q2 2021 and held it in 2 quarters.
F/M Investments's XP position peaked at $2.27M in Q2 2022.
200 funds tracked by Wall St. Rank held XP as of Q3 2022.

Based on F/M Investments's 13F filing for Q3 2022, filed 4 Nov 2022.