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FORA Capital’s XP XP Stock Holding History

FORA Capital’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
Q4 		– Sell
-145,509
Closed -$3.35M – 665
2023
Q3 		$3.35M Buy
+145,509
New +$3.65M 0.29% 102
2021
Q3 		– Sell
-4,689
Closed -$204K – 894
2021
Q2 		$204K Buy
+4,689
New +$194K 0.04% 436
2020
Q2 		– Sell
-4,926
Closed -$95K – 1368
2020
Q1 		$95K Buy
+4,926
New +$166K 0.02% 624

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 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

FORA Capital's XP Position: Q4 2023 in Review

FORA Capital sold out of XP (XP) in Q4 2023, closing a stake of 145,509 shares — an estimated $3.35M sold.

FORA Capital first reported a position in XP in Q1 2020 and held it in 3 quarters. The position peaked at $3.35M in Q3 2023. 301 funds tracked by Wall St. Rank hold XP as of Q4 2023.

  • FORA Capital reported no remaining XP position as of Q4 2023 after selling out during the quarter.
  • FORA Capital sold 145,509 XP shares in Q4 2023, an estimated $3.35M.
  • FORA Capital first reported a position in XP in Q1 2020 and held it in 3 quarters.
  • FORA Capital's XP position peaked at $3.35M in Q3 2023.
  • 301 funds tracked by Wall St. Rank held XP as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.