OWA
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Opal Wealth Advisors’s XP XP Stock Holding History

Opal 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
Q3 		– Sell
-68
Closed -$1.2K – 1197
2024
Q2 		$1.2K Buy
68
+17
+33% +$351 ﹤0.01% 1044
2024
Q1 		$1.31K Buy
+51
New +$1.28K ﹤0.01% 303

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

Opal Wealth Advisors's XP Position: Q3 2024 in Review

Opal Wealth Advisors sold out of XP (XP) in Q3 2024, closing a stake of 68 shares — an estimated $1.2K sold.

Opal Wealth Advisors first reported a position in XP in Q1 2024 and held it in 2 quarters. The position peaked at $1.31K in Q1 2024. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Opal Wealth Advisors reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 68 XP shares in Q3 2024, an estimated $1.2K.
  • Opal Wealth Advisors first reported a position in XP in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's XP position peaked at $1.31K in Q1 2024.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.