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GW&K Investment Management’s XP XP Stock Holding History

GW&K Investment 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
2024
Q1 		– Sell
-541
Closed -$14K – 967
2023
Q4 		$14K Sell
541
-156,087
-100% -$3.56M ﹤0.01% 590
2023
Q3 		$3.61M Sell
156,628
-45,600
-23% -$1.14M 0.04% 281
2023
Q2 		$4.74M Sell
202,228
-6,600
-3% -$112K 0.05% 272
2023
Q1 		$2.48M Sell
208,828
-4,080
-2% -$58.1K 0.02% 298
2022
Q4 		$3.27M Sell
212,908
-45,450
-18% -$795K 0.03% 286
2022
Q3 		$4.91M Sell
258,358
-118,270
-31% -$2.35M 0.05% 234
2022
Q2 		$6.76M Buy
376,628
+101,130
+37% +$2.33M 0.07% 216
2022
Q1 		$8.29M Buy
275,498
+18,329
+7% +$572K 0.07% 222
2021
Q4 		$7.39M Buy
+257,169
New +$8.38M 0.06% 232

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

GW&K Investment Management's XP Position: Q1 2024 in Review

GW&K Investment Management sold out of XP (XP) in Q1 2024, closing a stake of 541 shares — an estimated $14K sold.

GW&K Investment Management first reported a position in XP in Q4 2021 and held it in 9 quarters. The position peaked at $8.29M in Q1 2022. 298 funds tracked by Wall St. Rank hold XP as of Q1 2024.

  • GW&K Investment Management reported no remaining XP position as of Q1 2024 after selling out during the quarter.
  • GW&K Investment Management sold 541 XP shares in Q1 2024, an estimated $14K.
  • GW&K Investment Management first reported a position in XP in Q4 2021 and held it in 9 quarters.
  • GW&K Investment Management's XP position peaked at $8.29M in Q1 2022.
  • 298 funds tracked by Wall St. Rank held XP as of Q1 2024.

Based on GW&K Investment Management's 13F filing for Q1 2024, filed 8 May 2024.