Hilltop National Bank’s XP XP Stock Holding History

Hilltop National Bank’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	-583	Closed	-$10.5K	–	830
2024 Q3	$10.5K	Hold	583	–	–	﹤0.01%	659
2024 Q2	$10.3K	Buy	583 +36	+7%	+$744	﹤0.01%	648
2024 Q1	$14K	Buy	+547	New	+$13.7K	﹤0.01%	594

Other funds holding XP

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

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Hilltop National Bank's XP Position: Q4 2024 in Review

Hilltop National Bank sold out of XP (XP) in Q4 2024, closing a stake of 583 shares — an estimated $10.5K sold.

Hilltop National Bank first reported a position in XP in Q1 2024 and held it in 3 quarters. The position peaked at $14K in Q1 2024. 294 funds tracked by Wall St. Rank hold XP as of Q4 2024.

Hilltop National Bank reported no remaining XP position as of Q4 2024 after selling out during the quarter.
Hilltop National Bank sold 583 XP shares in Q4 2024, an estimated $10.5K.
Hilltop National Bank first reported a position in XP in Q1 2024 and held it in 3 quarters.
Hilltop National Bank's XP position peaked at $14K in Q1 2024.
294 funds tracked by Wall St. Rank held XP as of Q4 2024.

Based on Hilltop National Bank's 13F filing for Q4 2024, filed 10 Jan 2025.