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Marks Group Wealth Management’s XP XP Stock Holding History

Marks Group 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
2024
Q2 		– Sell
-10,490
Closed -$269K – 307
2024
Q1 		$269K Sell
10,490
-589
-5% -$14.8K 0.03% 272
2023
Q4 		$289K Sell
11,079
-372
-3% -$8.49K 0.03% 265
2023
Q3 		$264K Sell
11,451
-57
-0.5% -$1.43K 0.03% 252
2023
Q2 		$270K Buy
11,508
+288
+3% +$4.89K 0.03% 257
2023
Q1 		$133K Sell
11,220
-31
-0.3% -$442 0.02% 273
2022
Q4 		$173K Sell
11,251
-859
-7% -$15K 0.02% 272
2022
Q3 		$230K Buy
12,110
+412
+4% +$8.18K 0.04% 251
2022
Q2 		$210K Buy
11,698
+1,421
+14% +$32.7K 0.03% 277
2022
Q1 		$309K Buy
+10,277
New +$321K 0.04% 267

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Marks Group Wealth Management's XP Position: Q2 2024 in Review

Marks Group Wealth Management sold out of XP (XP) in Q2 2024, closing a stake of 10,490 shares — an estimated $269K sold.

Marks Group Wealth Management first reported a position in XP in Q1 2022 and held it in 9 quarters. The position peaked at $309K in Q1 2022. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • Marks Group Wealth Management reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,490 XP shares in Q2 2024, an estimated $269K.
  • Marks Group Wealth Management first reported a position in XP in Q1 2022 and held it in 9 quarters.
  • Marks Group Wealth Management's XP position peaked at $309K in Q1 2022.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Marks Group Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.