Fidelity Investments
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Fidelity Investments’s XBP Global Holdings XBP Stock Holding History

Fidelity Investments’s Portfolio XBP Stock Details XBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$1.07K – 5832
2024
Q3 		$1.07K Buy
+100
New +$1.3K ﹤0.01% 4895

Other funds holding XBP

CF
Cantor Fitzgerald New York $6.78B AUM 28.97% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Fidelity Investments's XBP Position: Q4 2024 in Review

Fidelity Investments sold out of XBP Global Holdings (XBP) in Q4 2024, closing a stake of 100 shares — an estimated $1.07K sold.

Fidelity Investments first reported a position in XBP in Q3 2024 and held it in 1 quarter. The position peaked at $1.07K in Q3 2024. 11 funds tracked by Wall St. Rank hold XBP as of Q4 2024.

  • Fidelity Investments reported no remaining XBP Global Holdings position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 100 XBP Global Holdings shares in Q4 2024, an estimated $1.07K.
  • Fidelity Investments first reported a position in XBP Global Holdings in Q3 2024 and held it in 1 quarter.
  • Fidelity Investments's XBP Global Holdings position peaked at $1.07K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held XBP Global Holdings as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.