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Meritage Portfolio Management’s XP XP Stock Holding History

Meritage Portfolio 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
Q4 		– Sell
-189,864
Closed -$3.41M – 345
2024
Q3 		$3.41M Sell
189,864
-8,541
-4% -$156K 0.21% 144
2024
Q2 		$3.49M Buy
198,405
+65,428
+49% +$1.35M 0.22% 134
2024
Q1 		$3.41M Buy
+132,977
New +$3.33M 0.22% 137

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Meritage Portfolio Management's XP Position: Q4 2024 in Review

Meritage Portfolio Management sold out of XP (XP) in Q4 2024, closing a stake of 189,864 shares — an estimated $3.41M sold.

Meritage Portfolio Management first reported a position in XP in Q1 2024 and held it in 3 quarters. The position peaked at $3.49M in Q2 2024. 294 funds tracked by Wall St. Rank hold XP as of Q4 2024.

  • Meritage Portfolio Management reported no remaining XP position as of Q4 2024 after selling out during the quarter.
  • Meritage Portfolio Management sold 189,864 XP shares in Q4 2024, an estimated $3.41M.
  • Meritage Portfolio Management first reported a position in XP in Q1 2024 and held it in 3 quarters.
  • Meritage Portfolio Management's XP position peaked at $3.49M in Q2 2024.
  • 294 funds tracked by Wall St. Rank held XP as of Q4 2024.

Based on Meritage Portfolio Management's 13F filing for Q4 2024, filed 27 Jan 2025.