OQS
XP icon

Occudo Quantitative Strategies’s XP XP Stock Holding History

Occudo Quantitative Strategies’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
Q4 		– Sell
-23,423
Closed -$941K – 1277
2021
Q3 		$941K Buy
23,423
+16,429
+235% +$734K 0.11% 308
2021
Q2 		$305K Buy
+6,994
New +$289K 0.05% 589

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Occudo Quantitative Strategies's XP Position: Q4 2021 in Review

Occudo Quantitative Strategies sold out of XP (XP) in Q4 2021, closing a stake of 23,423 shares — an estimated $941K sold.

Occudo Quantitative Strategies first reported a position in XP in Q2 2021 and held it in 2 quarters. The position peaked at $941K in Q3 2021. 234 funds tracked by Wall St. Rank hold XP as of Q4 2021.

  • Occudo Quantitative Strategies reported no remaining XP position as of Q4 2021 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 23,423 XP shares in Q4 2021, an estimated $941K.
  • Occudo Quantitative Strategies first reported a position in XP in Q2 2021 and held it in 2 quarters.
  • Occudo Quantitative Strategies's XP position peaked at $941K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held XP as of Q4 2021.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2021, filed 14 Feb 2022.