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One Wealth Advisors’s XP XP Stock Holding History

One Wealth 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
Q2 		– Sell
-9,107
Closed -$234K – 277
2024
Q1 		$234K Buy
+9,107
New +$228K 0.04% 216
2023
Q1 		– Sell
-2,095
Closed -$32.1K – 613
2022
Q4 		$32.1K Buy
+2,095
New +$36.6K 0.01% 467

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

One Wealth Advisors's XP Position: Q2 2024 in Review

One Wealth Advisors sold out of XP (XP) in Q2 2024, closing a stake of 9,107 shares — an estimated $234K sold.

One Wealth Advisors first reported a position in XP in Q4 2022 and held it in 2 quarters. The position peaked at $234K in Q1 2024. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • One Wealth Advisors reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • One Wealth Advisors sold 9,107 XP shares in Q2 2024, an estimated $234K.
  • One Wealth Advisors first reported a position in XP in Q4 2022 and held it in 2 quarters.
  • One Wealth Advisors's XP position peaked at $234K in Q1 2024.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.