GAM
XP icon

Gemmer Asset Management’s XP XP Stock Holding History

Gemmer 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
2021
Q4 		– Sell
-60
Closed -$2K – 1339
2021
Q3 		$2K Hold
60
– – ﹤0.01% 1217
2021
Q2 		$3K Hold
60
– – ﹤0.01% 1343
2021
Q1 		$2K Hold
60
– – ﹤0.01% 1405
2020
Q4 		$2K Buy
+60
New +$2.45K ﹤0.01% 1361

Other funds holding XP

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Gemmer Asset Management's XP Position: Q4 2021 in Review

Gemmer Asset Management sold out of XP (XP) in Q4 2021, closing a stake of 60 shares — an estimated $2K sold.

Gemmer Asset Management first reported a position in XP in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 234 funds tracked by Wall St. Rank hold XP as of Q4 2021.

  • Gemmer Asset Management reported no remaining XP position as of Q4 2021 after selling out during the quarter.
  • Gemmer Asset Management sold 60 XP shares in Q4 2021, an estimated $2K.
  • Gemmer Asset Management first reported a position in XP in Q4 2020 and held it in 4 quarters.
  • Gemmer Asset Management's XP position peaked at $3K in Q2 2021.
  • 234 funds tracked by Wall St. Rank held XP as of Q4 2021.

Based on Gemmer Asset Management's 13F filing for Q4 2021, filed 21 Jan 2022.