FPS
XP icon

Fieldpoint Private Securities’s XP XP Stock Holding History

Fieldpoint Private Securities’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
Q2 		$0 Sell
3
-23
-88% -$529 ﹤0.01% 1740
2022
Q1 		$1K Hold
26
– – ﹤0.01% 1631
2021
Q4 		$1K Buy
+26
New +$847 ﹤0.01% 1624

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fieldpoint Private Securities's XP Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its XP (XP) stake by 88% in Q2 2022, selling an estimated $529 and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Fieldpoint Private Securities first reported a position in XP in Q4 2021 and has held it in 3 quarters since. The position peaked at $1K in Q1 2022. 199 funds tracked by Wall St. Rank hold XP as of Q2 2022.

  • Fieldpoint Private Securities held 3 shares of XP worth $0 as of Q2 2022.
  • Fieldpoint Private Securities sold 23 XP shares in Q2 2022, an estimated $529.
  • XP made up ﹤0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #1740 holding.
  • Fieldpoint Private Securities first reported a position in XP in Q4 2021 and has held it in 3 quarters since.
  • Fieldpoint Private Securities's XP position peaked at $1K in Q1 2022.
  • 199 funds tracked by Wall St. Rank held XP as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.