PO
XP icon

Private Ocean’s XP XP Stock Holding History

Private Ocean’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
-1
Closed – – 653
2022
Q2 		$0 Hold
1
– – ﹤0.01% 681
2022
Q1 		$0 Buy
+1
New +$31 ﹤0.01% 720

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Private Ocean's XP Position: Q3 2022 in Review

Private Ocean sold out of XP (XP) in Q3 2022, closing a stake of 1 share.

Private Ocean first reported a position in XP in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 200 funds tracked by Wall St. Rank hold XP as of Q3 2022.

  • Private Ocean reported no remaining XP position as of Q3 2022 after selling out during the quarter.
  • Private Ocean sold 1 XP share in Q3 2022.
  • Private Ocean first reported a position in XP in Q1 2022 and held it in 2 quarters.
  • Private Ocean's XP position peaked at $0 in Q2 2022.
  • 200 funds tracked by Wall St. Rank held XP as of Q3 2022.

Based on Private Ocean's 13F filing for Q3 2022, filed 24 Oct 2022.