RFP Financial Group’s XP XP Stock Holding History

RFP Financial Group’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	–	Sell	-73	Closed	-$1.28K	–	818
2024 Q2	$1.28K	Hold	73	–	–	﹤0.01%	777
2024 Q1	$1.87K	Hold	73	–	–	﹤0.01%	686
2023 Q4	$1.9K	Buy	+73	New	+$1.67K	﹤0.01%	691

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RFP Financial Group's XP Position: Q3 2024 in Review

RFP Financial Group sold out of XP (XP) in Q3 2024, closing a stake of 73 shares — an estimated $1.28K sold.

RFP Financial Group first reported a position in XP in Q4 2023 and held it in 3 quarters. The position peaked at $1.9K in Q4 2023. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

RFP Financial Group reported no remaining XP position as of Q3 2024 after selling out during the quarter.
RFP Financial Group sold 73 XP shares in Q3 2024, an estimated $1.28K.
RFP Financial Group first reported a position in XP in Q4 2023 and held it in 3 quarters.
RFP Financial Group's XP position peaked at $1.9K in Q4 2023.
292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.