NWI Management’s XP XP Stock Holding History

NWI 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
2021 Q3	–	Sell	-500	Closed	-$22K	–	58
2021 Q2	$22K	Hold	500	–	–	﹤0.01%	51
2021 Q1	$19K	Hold	500	–	–	﹤0.01%	48
2020 Q4	$20K	Hold	500	–	–	﹤0.01%	43
2020 Q3	$21K	Hold	500	–	–	﹤0.01%	38
2020 Q2	$21K	Hold	500	–	–	﹤0.01%	43
2020 Q1	$10K	Hold	500	–	–	﹤0.01%	35
2019 Q4	$19K	Buy	+500	New	+$18.8K	﹤0.01%	49

Other funds holding XP

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

CIEP

Constellation Investimentos e Participacoes Sao Paulo, Brazil $46.7M AUM 23.3% 1-Year Est. Return

NWI Management's XP Position: Q3 2021 in Review

NWI Management sold out of XP (XP) in Q3 2021, closing a stake of 500 shares — an estimated $22K sold.

NWI Management first reported a position in XP in Q4 2019 and held it in 7 quarters. The position peaked at $22K in Q2 2021. 168 funds tracked by Wall St. Rank hold XP as of Q3 2021.

NWI Management reported no remaining XP position as of Q3 2021 after selling out during the quarter.
NWI Management sold 500 XP shares in Q3 2021, an estimated $22K.
NWI Management first reported a position in XP in Q4 2019 and held it in 7 quarters.
NWI Management's XP position peaked at $22K in Q2 2021.
168 funds tracked by Wall St. Rank held XP as of Q3 2021.

Based on NWI Management's 13F filing for Q3 2021, filed 15 Nov 2021.