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
-2
Closed -$50 – 1332
2023
Q4 		$50 Buy
+2
New +$46 ﹤0.01% 1143

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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 2 shares — an estimated $50 sold.

Financial Gravity Asset Management first reported a position in XP in Q4 2023 and held it in 1 quarter. The position peaked at $50 in Q4 2023. 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 2 XP shares in Q1 2024, an estimated $50.
  • Financial Gravity Asset Management first reported a position in XP in Q4 2023 and held it in 1 quarter.
  • Financial Gravity Asset Management's XP position peaked at $50 in Q4 2023.
  • 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.