FCG
XP icon

Financial Connections Group’s XP XP Stock Holding History

Financial Connections Group’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
-9
Closed – – 287
2023
Q1 		$0 Hold
9
– – ﹤0.01% 284
2022
Q4 		$0 Hold
9
– – ﹤0.01% 262
2022
Q3 		$0 Hold
9
– – ﹤0.01% 292
2022
Q2 		$0 Hold
9
– – ﹤0.01% 319
2022
Q1 		$0 Hold
9
– – ﹤0.01% 307
2021
Q4 		$0 Buy
+9
New +$293 ﹤0.01% 307

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
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
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Financial Connections Group's XP Position: Q2 2023 in Review

Financial Connections Group sold out of XP (XP) in Q2 2023, closing a stake of 9 shares.

Financial Connections Group first reported a position in XP in Q4 2021 and held it in 6 quarters. The position peaked at $0 in Q1 2023. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

  • Financial Connections Group reported no remaining XP position as of Q2 2023 after selling out during the quarter.
  • Financial Connections Group sold 9 XP shares in Q2 2023.
  • Financial Connections Group first reported a position in XP in Q4 2021 and held it in 6 quarters.
  • Financial Connections Group's XP position peaked at $0 in Q1 2023.
  • 225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on Financial Connections Group's 13F filing for Q2 2023, filed 14 Jul 2023.