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Harvest Investment Services’s XP XP Stock Holding History

Harvest Investment Services’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
Q4 		– Sell
-16,576
Closed -$297K – 328
2024
Q3 		$297K Sell
16,576
-634
-4% -$11.6K 0.1% 179
2024
Q2 		$303K Sell
17,210
-585
-3% -$12.1K 0.12% 149
2024
Q1 		$457K Buy
+17,795
New +$446K 0.18% 113

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Harvest Investment Services's XP Position: Q4 2024 in Review

Harvest Investment Services sold out of XP (XP) in Q4 2024, closing a stake of 16,576 shares — an estimated $297K sold.

Harvest Investment Services first reported a position in XP in Q1 2024 and held it in 3 quarters. The position peaked at $457K in Q1 2024. 294 funds tracked by Wall St. Rank hold XP as of Q4 2024.

  • Harvest Investment Services reported no remaining XP position as of Q4 2024 after selling out during the quarter.
  • Harvest Investment Services sold 16,576 XP shares in Q4 2024, an estimated $297K.
  • Harvest Investment Services first reported a position in XP in Q1 2024 and held it in 3 quarters.
  • Harvest Investment Services's XP position peaked at $457K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held XP as of Q4 2024.

Based on Harvest Investment Services's 13F filing for Q4 2024, filed 14 Feb 2025.