Gradient Investments’s XP XP Stock Holding History

Gradient Investments’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	-66	Closed	-$1.52K	–	1924
2023 Q3	$1.52K	Buy	+66	New	+$1.65K	﹤0.01%	1247

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Gradient Investments's XP Position: Q4 2023 in Review

Gradient Investments sold out of XP (XP) in Q4 2023, closing a stake of 66 shares — an estimated $1.52K sold.

Gradient Investments first reported a position in XP in Q3 2023 and held it in 1 quarter. The position peaked at $1.52K in Q3 2023. 301 funds tracked by Wall St. Rank hold XP as of Q4 2023.

Gradient Investments reported no remaining XP position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 66 XP shares in Q4 2023, an estimated $1.52K.
Gradient Investments first reported a position in XP in Q3 2023 and held it in 1 quarter.
Gradient Investments's XP position peaked at $1.52K in Q3 2023.
301 funds tracked by Wall St. Rank held XP as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.