HBW
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Hazlett, Burt & Watson’s XP XP Stock Holding History

Hazlett, Burt & Watson’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
-95
Closed -$2K – 737
2023
Q4 		$2K Hold
95
– – ﹤0.01% 642
2023
Q3 		$2K Buy
+95
New +$2.38K ﹤0.01% 659

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

Hazlett, Burt & Watson's XP Position: Q1 2024 in Review

Hazlett, Burt & Watson sold out of XP (XP) in Q1 2024, closing a stake of 95 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in XP in Q3 2023 and held it in 2 quarters. The position peaked at $2K in Q4 2023. 298 funds tracked by Wall St. Rank hold XP as of Q1 2024.

  • Hazlett, Burt & Watson reported no remaining XP position as of Q1 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 95 XP shares in Q1 2024, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in XP in Q3 2023 and held it in 2 quarters.
  • Hazlett, Burt & Watson's XP position peaked at $2K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held XP as of Q1 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2024, filed 29 Apr 2024.