RJA
XP icon

Raymond James & Associates’s XP XP Stock Holding History

Raymond James & 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
2024
Q3 		$427K Buy
23,806
+2,360
+11% +$43K ﹤0.01% 3194
2024
Q2 		$377K Sell
21,446
-2,129
-9% -$44K ﹤0.01% 3237
2024
Q1 		$605K Buy
23,575
+5,655
+32% +$142K ﹤0.01% 2941
2023
Q4 		$467K Sell
17,920
-3,210
-15% -$73.3K ﹤0.01% 2998
2023
Q3 		$487K Sell
21,130
-6,791
-24% -$170K ﹤0.01% 2909
2023
Q2 		$655K Buy
27,921
+75
+0.3% +$1.27K ﹤0.01% 2754
2023
Q1 		$331K Buy
+27,846
New +$397K ﹤0.01% 3178

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James & Associates's XP Position: Q3 2024 in Review

Raymond James & Associates increased its XP (XP) stake by 11% in Q3 2024, buying an estimated $43K and bringing the position to 23,806 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #3194.

Raymond James & Associates first reported a position in XP in Q1 2023 and has held it in 7 quarters since. The position peaked at $655K in Q2 2023. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Raymond James & Associates held 23,806 shares of XP worth $427K as of Q3 2024.
  • Raymond James & Associates bought 2,360 XP shares in Q3 2024, an estimated $43K.
  • XP made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3194 holding.
  • Raymond James & Associates first reported a position in XP in Q1 2023 and has held it in 7 quarters since.
  • Raymond James & Associates's XP position peaked at $655K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.