PPA
XP icon

Parametric Portfolio Associates’s XP XP Stock Holding History

Parametric Portfolio Associates’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 		$1.38M Buy
45,782
+19,296
+73% +$602K ﹤0.01% 2617
2021
Q4 		$761K Buy
26,486
+10,054
+61% +$327K ﹤0.01% 2896
2021
Q3 		$660K Sell
16,432
-1,360
-8% -$60.7K ﹤0.01% 2976
2021
Q2 		$775K Sell
17,792
-3,678
-17% -$152K ﹤0.01% 2885
2021
Q1 		$809K Buy
21,470
+11,053
+106% +$472K ﹤0.01% 3264
2020
Q4 		$413K Sell
10,417
-47
-0.4% -$1.92K ﹤0.01% 3460
2020
Q3 		$436K Sell
10,464
-5,481
-34% -$250K ﹤0.01% 3337
2020
Q2 		$670K Sell
15,945
-2,607
-14% -$80K ﹤0.01% 3121
2020
Q1 		$358K Buy
+18,552
New +$627K ﹤0.01% 3342

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $153M AUM