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Red Tortoise LLC’s XP XP Stock Holding History

Red Tortoise LLC’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
2025
Q1 		– Sell
-152
Closed -$1.8K – 638
2024
Q4 		$1.8K Buy
+152
New +$2.39K ﹤0.01% 542
2024
Q2 		– Sell
-69
Closed -$1.43K – 599
2024
Q1 		$1.77K Hold
69
– – ﹤0.01% 519
2023
Q4 		$1.8K Buy
+69
New +$1.57K ﹤0.01% 487

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Red Tortoise LLC's XP Position: Q1 2025 in Review

Red Tortoise LLC sold out of XP (XP) in Q1 2025, closing a stake of 152 shares — an estimated $1.8K sold.

Red Tortoise LLC first reported a position in XP in Q4 2023 and held it in 3 quarters. The position peaked at $1.8K in Q4 2024. 296 funds tracked by Wall St. Rank hold XP as of Q1 2025.

  • Red Tortoise LLC reported no remaining XP position as of Q1 2025 after selling out during the quarter.
  • Red Tortoise LLC sold 152 XP shares in Q1 2025, an estimated $1.8K.
  • Red Tortoise LLC first reported a position in XP in Q4 2023 and held it in 3 quarters.
  • Red Tortoise LLC's XP position peaked at $1.8K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held XP as of Q1 2025.

Based on Red Tortoise LLC's 13F filing for Q1 2025, filed 25 Apr 2025.