McClarren Financial Advisors’s XP XP Stock Holding History

McClarren Financial Advisors’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	-3	Closed	–	–	479
2023 Q1	$0	Hold	3	–	–	﹤0.01%	474
2022 Q4	$0	Buy	+3	New	+$52	﹤0.01%	484

Other funds holding XP

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

McClarren Financial Advisors's XP Position: Q2 2023 in Review

McClarren Financial Advisors sold out of XP (XP) in Q2 2023, closing a stake of 3 shares.

McClarren Financial Advisors first reported a position in XP in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

McClarren Financial Advisors reported no remaining XP position as of Q2 2023 after selling out during the quarter.
McClarren Financial Advisors sold 3 XP shares in Q2 2023.
McClarren Financial Advisors first reported a position in XP in Q4 2022 and held it in 2 quarters.
McClarren Financial Advisors's XP position peaked at $0 in Q1 2023.
225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on McClarren Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.