FDx Advisors’s XP XP Stock Holding History

FDx Advisors’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
2023 Q2	–	Sell	-11,042	Closed	-$169K	–	848
2023 Q1	$169K	Hold	11,042	–	–	0.01%	715
2022 Q4	$169K	Buy	11,042 +830	+8%	+$14.5K	0.01%	715
2022 Q3	$194K	Sell	10,212 -7,171	-41%	-$142K	0.01%	691
2022 Q2	$312K	Sell	17,383 -474	-3%	-$10.9K	0.01%	617
2022 Q1	$537K	Buy	+17,857	New	+$557K	0.02%	485

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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

FDx Advisors's XP Position: Q2 2023 in Review

FDx Advisors sold out of XP (XP) in Q2 2023, closing a stake of 11,042 shares — an estimated $169K sold.

FDx Advisors first reported a position in XP in Q1 2022 and held it in 5 quarters. The position peaked at $537K in Q1 2022. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

FDx Advisors reported no remaining XP position as of Q2 2023 after selling out during the quarter.
FDx Advisors sold 11,042 XP shares in Q2 2023, an estimated $169K.
FDx Advisors first reported a position in XP in Q1 2022 and held it in 5 quarters.
FDx Advisors's XP position peaked at $537K in Q1 2022.
225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on FDx Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.