IAIM
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International Assets Investment Management’s XP XP Stock Holding History

International Assets Investment Management’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
-114
Closed -$1.35K – 1172
2023
Q1 		$1.35K Buy
+114
New +$1.62K ﹤0.01% 1024

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
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
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

International Assets Investment Management's XP Position: Q2 2023 in Review

International Assets Investment Management sold out of XP (XP) in Q2 2023, closing a stake of 114 shares — an estimated $1.35K sold.

International Assets Investment Management first reported a position in XP in Q1 2023 and held it in 1 quarter. The position peaked at $1.35K in Q1 2023. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

  • International Assets Investment Management reported no remaining XP position as of Q2 2023 after selling out during the quarter.
  • International Assets Investment Management sold 114 XP shares in Q2 2023, an estimated $1.35K.
  • International Assets Investment Management first reported a position in XP in Q1 2023 and held it in 1 quarter.
  • International Assets Investment Management's XP position peaked at $1.35K in Q1 2023.
  • 225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on International Assets Investment Management's 13F filing for Q2 2023, filed 20 Jul 2023.