Liberty Wealth Management’s XP XP Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-894	Closed	-$29K	–	1129
2021 Q3	$29K	Buy	+894	New	+$39.9K	0.01%	556

Other funds holding XP

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 Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Liberty Wealth Management's XP Position: Q4 2021 in Review

Liberty Wealth Management sold out of XP (XP) in Q4 2021, closing a stake of 894 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in XP in Q3 2021 and held it in 1 quarter. The position peaked at $29K in Q3 2021. 234 funds tracked by Wall St. Rank hold XP as of Q4 2021.

Liberty Wealth Management reported no remaining XP position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 894 XP shares in Q4 2021, an estimated $29K.
Liberty Wealth Management first reported a position in XP in Q3 2021 and held it in 1 quarter.
Liberty Wealth Management's XP position peaked at $29K in Q3 2021.
234 funds tracked by Wall St. Rank held XP as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.