OPS
XP icon

Orion Portfolio Solutions’s XP XP Stock Holding History

Orion Portfolio Solutions’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
-8,825
Closed -$226K – 1817
2024
Q1 		$226K Buy
8,825
+121
+1% +$3.03K ﹤0.01% 1569
2023
Q4 		$229K Sell
8,704
-726
-8% -$16.6K ﹤0.01% 1520
2023
Q3 		$217K Buy
9,430
+470
+5% +$11.8K ﹤0.01% 1518
2023
Q2 		$210K Buy
+8,960
New +$152K ﹤0.01% 1545

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

Orion Portfolio Solutions's XP Position: Q2 2024 in Review

Orion Portfolio Solutions sold out of XP (XP) in Q2 2024, closing a stake of 8,825 shares — an estimated $226K sold.

Orion Portfolio Solutions first reported a position in XP in Q2 2023 and held it in 4 quarters. The position peaked at $229K in Q4 2023. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • Orion Portfolio Solutions reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8,825 XP shares in Q2 2024, an estimated $226K.
  • Orion Portfolio Solutions first reported a position in XP in Q2 2023 and held it in 4 quarters.
  • Orion Portfolio Solutions's XP position peaked at $229K in Q4 2023.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Orion Portfolio Solutions's 13F filing for Q2 2024, filed 13 Aug 2024.