POIA
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Pin Oak Investment Advisors’s XP XP Stock Holding History

Pin Oak Investment 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
Q2 		– Sell
-349
Closed -$9K – 493
2024
Q1 		$9K Hold
349
– – 0.01% 344
2023
Q4 		$9K Hold
349
– – 0.01% 346
2023
Q3 		$8K Hold
349
– – 0.01% 340
2023
Q2 		$8K Hold
349
– – 0.01% 342
2023
Q1 		$4K Hold
349
– – ﹤0.01% 382
2022
Q4 		$5K Hold
349
– – 0.01% 357
2022
Q3 		$7K Hold
349
– – 0.01% 306
2022
Q2 		$6K Hold
349
– – 0.01% 339
2022
Q1 		$11K Hold
349
– – 0.01% 324
2021
Q4 		$10K Buy
+349
New +$11.4K 0.01% 322

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

Pin Oak Investment Advisors's XP Position: Q2 2024 in Review

Pin Oak Investment Advisors sold out of XP (XP) in Q2 2024, closing a stake of 349 shares — an estimated $9K sold.

Pin Oak Investment Advisors first reported a position in XP in Q4 2021 and held it in 10 quarters. The position peaked at $11K in Q1 2022. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • Pin Oak Investment Advisors reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 349 XP shares in Q2 2024, an estimated $9K.
  • Pin Oak Investment Advisors first reported a position in XP in Q4 2021 and held it in 10 quarters.
  • Pin Oak Investment Advisors's XP position peaked at $11K in Q1 2022.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.