HHM Wealth Advisors’s XP XP Stock Holding History

HHM Wealth 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
2023 Q2	–	Sell	-20	Closed	-$238	–	863
2023 Q1	$238	Hold	20	–	–	﹤0.01%	802
2022 Q4	$307	Buy	+20	New	+$350	﹤0.01%	678

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

HHM Wealth Advisors's XP Position: Q2 2023 in Review

HHM Wealth Advisors sold out of XP (XP) in Q2 2023, closing a stake of 20 shares — an estimated $238 sold.

HHM Wealth Advisors first reported a position in XP in Q4 2022 and held it in 2 quarters. The position peaked at $307 in Q4 2022. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

HHM Wealth Advisors reported no remaining XP position as of Q2 2023 after selling out during the quarter.
HHM Wealth Advisors sold 20 XP shares in Q2 2023, an estimated $238.
HHM Wealth Advisors first reported a position in XP in Q4 2022 and held it in 2 quarters.
HHM Wealth Advisors's XP position peaked at $307 in Q4 2022.
225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on HHM Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.