L.J. Altfest & Co’s XP XP Stock Holding History

L.J. Altfest & Co’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
2022 Q2	–	Sell	-7,178	Closed	-$216K	–	285
2022 Q1	$216K	Buy	+7,178	New	+$224K	0.04%	242

Other funds holding XP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

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

L.J. Altfest & Co's XP Position: Q2 2022 in Review

L.J. Altfest & Co sold out of XP (XP) in Q2 2022, closing a stake of 7,178 shares — an estimated $216K sold.

L.J. Altfest & Co first reported a position in XP in Q1 2022 and held it in 1 quarter. The position peaked at $216K in Q1 2022. 200 funds tracked by Wall St. Rank hold XP as of Q2 2022.

L.J. Altfest & Co reported no remaining XP position as of Q2 2022 after selling out during the quarter.
L.J. Altfest & Co sold 7,178 XP shares in Q2 2022, an estimated $216K.
L.J. Altfest & Co first reported a position in XP in Q1 2022 and held it in 1 quarter.
L.J. Altfest & Co's XP position peaked at $216K in Q1 2022.
200 funds tracked by Wall St. Rank held XP as of Q2 2022.

Based on L.J. Altfest & Co's 13F filing for Q2 2022, filed 4 Aug 2022.