Plante Moran Financial Advisors’s XP XP Stock Holding History

Plante Moran Financial 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
2022 Q3	–	Sell	-75	Closed	-$1K	–	1095
2022 Q2	$1K	Buy	+75	New	+$1.73K	﹤0.01%	956

Other funds holding XP

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

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

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

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

Plante Moran Financial Advisors's XP Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of XP (XP) in Q3 2022, closing a stake of 75 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in XP in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 200 funds tracked by Wall St. Rank hold XP as of Q3 2022.

Plante Moran Financial Advisors reported no remaining XP position as of Q3 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 75 XP shares in Q3 2022, an estimated $1K.
Plante Moran Financial Advisors first reported a position in XP in Q2 2022 and held it in 1 quarter.
Plante Moran Financial Advisors's XP position peaked at $1K in Q2 2022.
200 funds tracked by Wall St. Rank held XP as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.