RJFSA
XP icon

Raymond James Financial Services Advisors’s XP XP Stock Holding History

Raymond James Financial Services 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
Q3 		$687K Buy
38,321
+23,483
+158% +$428K ﹤0.01% 2408
2024
Q2 		$261K Sell
14,838
-381
-3% -$7.87K ﹤0.01% 2962
2024
Q1 		$391K Buy
15,219
+3,869
+34% +$97K ﹤0.01% 2695
2023
Q4 		$296K Sell
11,350
-3,299
-23% -$75.3K ﹤0.01% 2753
2023
Q3 		$338K Buy
14,649
+136
+0.9% +$3.41K ﹤0.01% 2569
2023
Q2 		$340K Buy
14,513
+1,990
+16% +$33.8K ﹤0.01% 2581
2023
Q1 		$149K Buy
+12,523
New +$178K ﹤0.01% 2986

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $14.7B AUM 12.5% 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 $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial Services Advisors's XP Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its XP (XP) stake by 158% in Q3 2024, buying an estimated $428K and bringing the position to 38,321 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #2408.

Raymond James Financial Services Advisors first reported a position in XP in Q1 2023 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Raymond James Financial Services Advisors held 38,321 shares of XP worth $687K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 23,483 XP shares in Q3 2024, an estimated $428K.
  • XP made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2408 holding.
  • Raymond James Financial Services Advisors first reported a position in XP in Q1 2023 and has held it in 7 quarters since.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.