Montag & Associates’s XP XP Stock Holding History

Montag & Associates’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 Q1	–	Sell	-65	Closed	-$997	–	965
2022 Q4	$997	Buy	+65	New	+$1.14K	﹤0.01%	903

Other funds holding XP

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

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Montag & Associates's XP Position: Q1 2023 in Review

Montag & Associates sold out of XP (XP) in Q1 2023, closing a stake of 65 shares — an estimated $997 sold.

Montag & Associates first reported a position in XP in Q4 2022 and held it in 1 quarter. The position peaked at $997 in Q4 2022. 192 funds tracked by Wall St. Rank hold XP as of Q1 2023.

Montag & Associates reported no remaining XP position as of Q1 2023 after selling out during the quarter.
Montag & Associates sold 65 XP shares in Q1 2023, an estimated $997.
Montag & Associates first reported a position in XP in Q4 2022 and held it in 1 quarter.
Montag & Associates's XP position peaked at $997 in Q4 2022.
192 funds tracked by Wall St. Rank held XP as of Q1 2023.

Based on Montag & Associates's 13F filing for Q1 2023, filed 11 May 2023.