FIA
XP icon

FNY Investment Advisers’s XP XP Stock Holding History

FNY Investment Advisers’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
2026
Q1 		– Sell
-2,100
Closed -$34K – 1221
2025
Q4 		$34K Buy
+2,100
New +$37K 0.01% 503
2025
Q1 		– Sell
-3,400
Closed -$40K – 1090
2024
Q4 		$40K Buy
+3,400
New +$53.5K 0.02% 359
2022
Q1 		– Sell
-15,000
Closed -$431K – 1011
2021
Q4 		$431K Buy
+15,000
New +$489K 0.23% 103
2020
Q4 		– Sell
-1,000
Closed -$41K – 956
2020
Q3 		$41K Buy
+1,000
New +$45.7K 0.02% 260
2020
Q1 		– Sell
-345
Closed -$13K – 896
2019
Q4 		$13K Buy
+345
New +$13K ﹤0.01% 611

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return