HCA
XP icon

Heck Capital Advisors’s XP XP Stock Holding History

Heck Capital Advisors’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
2025
Q1 		– Sell
-9
Closed -$107 – 804
2024
Q4 		$107 Buy
+9
New +$142 ﹤0.01% 797

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heck Capital Advisors's XP Position: Q1 2025 in Review

Heck Capital Advisors sold out of XP (XP) in Q1 2025, closing a stake of 9 shares — an estimated $107 sold.

Heck Capital Advisors first reported a position in XP in Q4 2024 and held it in 1 quarter. The position peaked at $107 in Q4 2024. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • Heck Capital Advisors reported no remaining XP position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 9 XP shares in Q1 2025, an estimated $107.
  • Heck Capital Advisors first reported a position in XP in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's XP position peaked at $107 in Q4 2024.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.