Okabena Investment Services’s XP XP Stock Holding History

Okabena Investment Services’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
2022 Q2	–	Sell	-39	Closed	-$1K	–	200
2022 Q1	$1K	Hold	39	–	–	﹤0.01%	180
2021 Q4	$1K	Buy	+39	New	+$1.27K	﹤0.01%	195

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

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

Okabena Investment Services's XP Position: Q2 2022 in Review

Okabena Investment Services sold out of XP (XP) in Q2 2022, closing a stake of 39 shares — an estimated $1K sold.

Okabena Investment Services first reported a position in XP in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 200 funds tracked by Wall St. Rank hold XP as of Q2 2022.

Okabena Investment Services reported no remaining XP position as of Q2 2022 after selling out during the quarter.
Okabena Investment Services sold 39 XP shares in Q2 2022, an estimated $1K.
Okabena Investment Services first reported a position in XP in Q4 2021 and held it in 2 quarters.
Okabena Investment Services's XP position peaked at $1K in Q1 2022.
200 funds tracked by Wall St. Rank held XP as of Q2 2022.

Based on Okabena Investment Services's 13F filing for Q2 2022, filed 11 Aug 2022.