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Grove Bank & Trust’s XP XP Stock Holding History

Grove Bank & Trust’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
Q2 		$22.5K Sell
1,384
-45
-3% -$802 ﹤0.01% 543
2026
Q1 		$27.2K Sell
1,429
-9
-0.6% -$174 ﹤0.01% 500
2025
Q4 		$23.5K Sell
1,438
-66
-4% -$1.16K ﹤0.01% 522
2025
Q3 		$28.3K Sell
1,504
-340
-18% -$6.1K ﹤0.01% 499
2025
Q2 		$37.2K Sell
1,844
-3
-0.2% -$52 ﹤0.01% 452
2025
Q1 		$25.4K Sell
1,847
-132
-7% -$1.82K ﹤0.01% 491
2024
Q4 		$23.5K Sell
1,979
-107
-5% -$1.68K ﹤0.01% 449
2024
Q3 		$37.4K Buy
2,086
+180
+9% +$3.28K 0.01% 385
2024
Q2 		$33.5K Sell
1,906
-288
-13% -$5.95K 0.01% 384
2024
Q1 		$56.3K Buy
2,194
+39
+2% +$978 0.01% 360
2023
Q4 		$56.2K Sell
2,155
-11
-0.5% -$251 0.01% 343
2023
Q3 		$49.9K Sell
2,166
-108
-5% -$2.71K 0.01% 363
2023
Q2 		$53.3K Sell
2,274
-16
-0.7% -$271 0.01% 359
2023
Q1 		$27.2K Buy
2,290
+93
+4% +$1.32K 0.01% 435
2022
Q4 		$34K Buy
+2,197
New +$38.4K 0.01% 412

Other funds holding XP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DW30
Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CH
Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return