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Morse Asset Management’s XP XP Stock Holding History

Morse Asset 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
-20,775
Closed -$533K – 165
2024
Q1 		$533K Buy
20,775
+6,975
+51% +$175K 0.14% 106
2023
Q4 		$360K Buy
+13,800
New +$315K 0.11% 116

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

Morse Asset Management's XP Position: Q2 2024 in Review

Morse Asset Management sold out of XP (XP) in Q2 2024, closing a stake of 20,775 shares — an estimated $533K sold.

Morse Asset Management first reported a position in XP in Q4 2023 and held it in 2 quarters. The position peaked at $533K in Q1 2024. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • Morse Asset Management reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • Morse Asset Management sold 20,775 XP shares in Q2 2024, an estimated $533K.
  • Morse Asset Management first reported a position in XP in Q4 2023 and held it in 2 quarters.
  • Morse Asset Management's XP position peaked at $533K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Morse Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.