FGAM
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Financial Gravity Asset Management’s XP XP Stock Holding History

Financial Gravity Asset Management’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
2024
Q1 		– Sell
-4
Closed -$100 – 1936
2023
Q4 		$93 Buy
4
+2
+100% +$46 ﹤0.01% 1267
2023
Q3 		$43 Sell
2
-21
-91% -$526 ﹤0.01% 1059
2023
Q2 		$131 Buy
23
+11
+92% +$187 ﹤0.01% 1260
2023
Q1 		$191 Sell
12
-3
-20% -$43 0.01% 625
2022
Q4 		$79 Sell
15
-365
-96% -$6.38K ﹤0.01% 1155
2022
Q3 		$308 Buy
+380
New +$7.54K 0.01% 473

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Financial Gravity Asset Management's XP Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of XP (XP) in Q1 2024, closing a stake of 4 shares — an estimated $100 sold.

Financial Gravity Asset Management first reported a position in XP in Q3 2022 and held it in 6 quarters. The position peaked at $308 in Q3 2022. 298 funds tracked by Wall St. Rank hold XP as of Q1 2024.

  • Financial Gravity Asset Management reported no remaining XP position as of Q1 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 XP shares in Q1 2024, an estimated $100.
  • Financial Gravity Asset Management first reported a position in XP in Q3 2022 and held it in 6 quarters.
  • Financial Gravity Asset Management's XP position peaked at $308 in Q3 2022.
  • 298 funds tracked by Wall St. Rank held XP as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.