RhumbLine Advisers
XP icon

RhumbLine Advisers’s XP XP Stock Holding History

RhumbLine Advisers’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
2026
Q1 		$7.07M Sell
371,393
-28,821
-7% -$557K 0.01% 1226
2025
Q4 		$6.55M Sell
400,214
-10,708
-3% -$189K 0.01% 1253
2025
Q3 		$7.72M Sell
410,922
-7,217
-2% -$129K 0.01% 1209
2025
Q2 		$8.45M Sell
418,139
-5,149
-1% -$89K 0.01% 1136
2025
Q1 		$5.82M Sell
423,288
-6,051
-1% -$83.3K 0.01% 1278
2024
Q4 		$5.09M Buy
429,339
+14,919
+4% +$235K ﹤0.01% 1413
2024
Q3 		$7.43M Buy
414,420
+57,538
+16% +$1.05M 0.01% 1207
2024
Q2 		$6.28M Buy
356,882
+29,133
+9% +$602K 0.01% 1269
2024
Q1 		$8.41M Sell
327,749
-50,370
-13% -$1.26M 0.01% 1137
2023
Q4 		$9.86M Sell
378,119
-2,270
-0.6% -$51.8K 0.01% 1066
2023
Q3 		$8.77M Buy
380,389
+5,782
+2% +$145K 0.01% 1051
2023
Q2 		$8.79M Buy
+374,607
New +$6.36M 0.01% 1075

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return