Natixis Advisors
XP icon

Natixis Advisors’s XP XP Stock Holding History

Natixis 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
2024
Q3 		– Sell
-40,916
Closed -$720K – 1659
2024
Q2 		$720K Sell
40,916
-2,725
-6% -$56.3K ﹤0.01% 1352
2024
Q1 		$1.12M Sell
43,641
-142
-0.3% -$3.56K ﹤0.01% 1186
2023
Q4 		$1.14M Sell
43,783
-1,577
-3% -$36K ﹤0.01% 1162
2023
Q3 		$1.05M Buy
45,360
+317
+0.7% +$7.95K ﹤0.01% 1163
2023
Q2 		$1.06M Buy
45,043
+8,980
+25% +$152K ﹤0.01% 1142
2023
Q1 		$428K Sell
36,063
-53,664
-60% -$765K ﹤0.01% 1351
2022
Q4 		$1.38M Sell
89,727
-637
-0.7% -$11.1K 0.01% 1045
2022
Q3 		$1.72M Sell
90,364
-8,168
-8% -$162K 0.01% 939
2022
Q2 		$1.77M Buy
98,532
+8,143
+9% +$187K 0.01% 948
2022
Q1 		$2.72M Buy
90,389
+2,315
+3% +$72.2K 0.01% 871
2021
Q4 		$2.53M Buy
+88,074
New +$2.87M 0.01% 887

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

Natixis Advisors's XP Position: Q3 2024 in Review

Natixis Advisors sold out of XP (XP) in Q3 2024, closing a stake of 40,916 shares — an estimated $720K sold.

Natixis Advisors first reported a position in XP in Q4 2021 and held it in 11 quarters. The position peaked at $2.72M in Q1 2022. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Natixis Advisors reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • Natixis Advisors sold 40,916 XP shares in Q3 2024, an estimated $720K.
  • Natixis Advisors first reported a position in XP in Q4 2021 and held it in 11 quarters.
  • Natixis Advisors's XP position peaked at $2.72M in Q1 2022.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Natixis Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.