LRI Investments’s XP XP Stock Holding History

LRI Investments’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 Q3	–	Sell	-209	Closed	-$3.68K	–	1210
2024 Q2	$3.68K	Buy	+209	New	+$4.32K	﹤0.01%	972

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

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

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

LRI Investments's XP Position: Q3 2024 in Review

LRI Investments sold out of XP (XP) in Q3 2024, closing a stake of 209 shares — an estimated $3.68K sold.

LRI Investments first reported a position in XP in Q2 2024 and held it in 1 quarter. The position peaked at $3.68K in Q2 2024. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

LRI Investments reported no remaining XP position as of Q3 2024 after selling out during the quarter.
LRI Investments sold 209 XP shares in Q3 2024, an estimated $3.68K.
LRI Investments first reported a position in XP in Q2 2024 and held it in 1 quarter.
LRI Investments's XP position peaked at $3.68K in Q2 2024.
292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on LRI Investments's 13F filing for Q3 2024, filed 15 Nov 2024.