Sageworth Trust Company of South Dakota’s XP XP Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q1	–	Sell	-18	Closed	–	–	257
2022 Q4	$0	Hold	18	–	–	﹤0.01%	258
2022 Q3	$0	Sell	18 -21	-54%	-$417	﹤0.01%	658
2022 Q2	$1K	Buy	39 +18	+86%	+$414	﹤0.01%	560
2022 Q1	$1K	Sell	21 -101	-83%	-$3.15K	﹤0.01%	587
2021 Q4	$4K	Buy	+122	New	+$3.97K	0.01%	573

Other funds holding XP

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sageworth Trust Company of South Dakota's XP Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of XP (XP) in Q1 2023, closing a stake of 18 shares.

Sageworth Trust Company of South Dakota first reported a position in XP in Q4 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 191 funds tracked by Wall St. Rank hold XP as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining XP position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 18 XP shares in Q1 2023.
Sageworth Trust Company of South Dakota first reported a position in XP in Q4 2021 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's XP position peaked at $4K in Q4 2021.
191 funds tracked by Wall St. Rank held XP as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.