MWNA
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Marshall Wace North America’s XP XP Stock Holding History

Marshall Wace North America’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
2020
Q4 		– Sell
-55,767
Closed -$2.33M – 1626
2020
Q3 		$2.33M Buy
+55,767
New +$2.55M 0.01% 545
2020
Q1 		– Sell
-234,690
Closed -$9.04M – 1646
2019
Q4 		$9.04M Buy
+234,690
New +$8.81M 0.04% 305

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
CIEP
Constellation Investimentos e Participacoes Sao Paulo, Brazil $46.7M AUM 23.3% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

Marshall Wace North America's XP Position: Q4 2020 in Review

Marshall Wace North America sold out of XP (XP) in Q4 2020, closing a stake of 55,767 shares — an estimated $2.33M sold.

Marshall Wace North America first reported a position in XP in Q4 2019 and held it in 2 quarters. The position peaked at $9.04M in Q4 2019. 149 funds tracked by Wall St. Rank hold XP as of Q4 2020.

  • Marshall Wace North America reported no remaining XP position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace North America sold 55,767 XP shares in Q4 2020, an estimated $2.33M.
  • Marshall Wace North America first reported a position in XP in Q4 2019 and held it in 2 quarters.
  • Marshall Wace North America's XP position peaked at $9.04M in Q4 2019.
  • 149 funds tracked by Wall St. Rank held XP as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.