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Marc Stad’s XP XP Stock Holding History

Marc Stad’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
-788,664
Closed -$9.36M – 28
2023
Q1 		$9.36M Sell
788,664
-3,868,632
-83% -$55.1M 0.22% 23
2022
Q4 		$71.4M Buy
+4,657,296
New +$81.5M 2.21% 14
2021
Q1 		– Sell
-9,948
Closed -$395K – 55
2020
Q4 		$395K Hold
9,948
– – 0.01% 39
2020
Q3 		$415K Hold
9,948
– – 0.01% 32
2020
Q2 		$418K Sell
9,948
-470,651
-98% -$14.4M 0.01% 23
2020
Q1 		$9.27M Sell
480,599
-729,159
-60% -$24.6M 0.41% 17
2019
Q4 		$46.6M Buy
+1,209,758
New +$45.4M 1.93% 12

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM

Marc Stad's XP Position: Q2 2023 in Review

Marc Stad sold out of XP (XP) in Q2 2023, closing a stake of 788,664 shares — an estimated $9.36M sold.

Marc Stad first reported a position in XP in Q4 2019 and held it in 7 quarters. The position peaked at $71.4M in Q4 2022. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

  • Marc Stad reported no remaining XP position as of Q2 2023 after selling out during the quarter.
  • Marc Stad sold 788,664 XP shares in Q2 2023, an estimated $9.36M.
  • Marc Stad first reported a position in XP in Q4 2019 and held it in 7 quarters.
  • Marc Stad's XP position peaked at $71.4M in Q4 2022.
  • 225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on Dragoneer Investment Group's 13F filing for Q2 2023, filed 14 Aug 2023.