Paloma Partners’s XP XP Stock Holding History

Paloma Partners’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 Q1	–	Sell	-162,025	Closed	-$4.66M	–	2303
2021 Q4	$4.66M	Buy	162,025 +149,393	+1,183%	+$4.87M	0.07%	236
2021 Q3	$507K	Buy	12,632 +7,882	+166%	+$352K	0.01%	548
2021 Q2	$207K	Sell	4,750 -9,618	-67%	-$398K	﹤0.01%	1532
2021 Q1	$541K	Sell	14,368 -20,161	-58%	-$861K	0.01%	1058
2020 Q4	$1.37M	Buy	34,529 +22,582	+189%	+$923K	0.04%	470
2020 Q3	$498K	Sell	11,947 -9,270	-44%	-$423K	0.01%	1170
2020 Q2	$891K	Buy	+21,217	New	+$651K	0.02%	970

Other funds holding XP

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Paloma Partners's XP Position: Q1 2022 in Review

Paloma Partners sold out of XP (XP) in Q1 2022, closing a stake of 162,025 shares — an estimated $4.66M sold.

Paloma Partners first reported a position in XP in Q2 2020 and held it in 7 quarters. The position peaked at $4.66M in Q4 2021. 238 funds tracked by Wall St. Rank hold XP as of Q1 2022.

Paloma Partners reported no remaining XP position as of Q1 2022 after selling out during the quarter.
Paloma Partners sold 162,025 XP shares in Q1 2022, an estimated $4.66M.
Paloma Partners first reported a position in XP in Q2 2020 and held it in 7 quarters.
Paloma Partners's XP position peaked at $4.66M in Q4 2021.
238 funds tracked by Wall St. Rank held XP as of Q1 2022.

Based on Paloma Partners's 13F filing for Q1 2022, filed 16 May 2022.