Naples Money Management’s XP XP Stock Holding History

Naples Money 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 Q1	–	Sell	-100	Closed	-$2.61K	–	455
2023 Q4	$2.61K	Buy	+100	New	+$2.28K	﹤0.01%	307

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Naples Money Management's XP Position: Q1 2024 in Review

Naples Money Management sold out of XP (XP) in Q1 2024, closing a stake of 100 shares — an estimated $2.61K sold.

Naples Money Management first reported a position in XP in Q4 2023 and held it in 1 quarter. The position peaked at $2.61K in Q4 2023. 298 funds tracked by Wall St. Rank hold XP as of Q1 2024.

Naples Money Management reported no remaining XP position as of Q1 2024 after selling out during the quarter.
Naples Money Management sold 100 XP shares in Q1 2024, an estimated $2.61K.
Naples Money Management first reported a position in XP in Q4 2023 and held it in 1 quarter.
Naples Money Management's XP position peaked at $2.61K in Q4 2023.
298 funds tracked by Wall St. Rank held XP as of Q1 2024.

Based on Naples Money Management's 13F filing for Q1 2024, filed 30 Apr 2024.