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Pictet Asset Management (Switzerland)’s XP XP Stock Holding History

Pictet Asset Management (Switzerland)’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
Q4 		– Sell
-249,689
Closed -$4.75M – 2020
2022
Q3 		$4.75M Buy
249,689
+1,177
+0.5% +$23.4K 0.01% 742
2022
Q2 		$4.46M Sell
248,512
-3,458
-1% -$79.6K 0.01% 781
2022
Q1 		$7.58M Buy
+251,970
New +$7.86M 0.01% 714

Other funds holding XP

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $1.56T AUM 27.86% 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

Pictet Asset Management (Switzerland)'s XP Position: Q4 2022 in Review

Pictet Asset Management (Switzerland) sold out of XP (XP) in Q4 2022, closing a stake of 249,689 shares — an estimated $4.75M sold.

Pictet Asset Management (Switzerland) first reported a position in XP in Q1 2022 and held it in 3 quarters. The position peaked at $7.58M in Q1 2022. 199 funds tracked by Wall St. Rank hold XP as of Q4 2022.

  • Pictet Asset Management (Switzerland) reported no remaining XP position as of Q4 2022 after selling out during the quarter.
  • Pictet Asset Management (Switzerland) sold 249,689 XP shares in Q4 2022, an estimated $4.75M.
  • Pictet Asset Management (Switzerland) first reported a position in XP in Q1 2022 and held it in 3 quarters.
  • Pictet Asset Management (Switzerland)'s XP position peaked at $7.58M in Q1 2022.
  • 199 funds tracked by Wall St. Rank held XP as of Q4 2022.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q4 2022, filed 13 Feb 2023.