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Harbour Investments’s XP XP Stock Holding History

Harbour 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
Q3 		– Sell
-15
Closed -$352 – 3116
2023
Q2 		$352 Buy
15
+2
+15% +$34 ﹤0.01% 2854
2023
Q1 		$154 Hold
13
– – ﹤0.01% 2893
2022
Q4 		$199 Buy
+13
New +$227 ﹤0.01% 2875
2021
Q4 		– Sell
-12
Closed – – 3744
2021
Q3 		$0 Buy
+12
New +$536 ﹤0.01% 4028

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
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Harbour Investments's XP Position: Q3 2023 in Review

Harbour Investments sold out of XP (XP) in Q3 2023, closing a stake of 15 shares — an estimated $352 sold.

Harbour Investments first reported a position in XP in Q3 2021 and held it in 4 quarters. The position peaked at $352 in Q2 2023. 257 funds tracked by Wall St. Rank hold XP as of Q3 2023.

  • Harbour Investments reported no remaining XP position as of Q3 2023 after selling out during the quarter.
  • Harbour Investments sold 15 XP shares in Q3 2023, an estimated $352.
  • Harbour Investments first reported a position in XP in Q3 2021 and held it in 4 quarters.
  • Harbour Investments's XP position peaked at $352 in Q2 2023.
  • 257 funds tracked by Wall St. Rank held XP as of Q3 2023.

Based on Harbour Investments's 13F filing for Q3 2023, filed 15 Nov 2023.