STCOSD
XP icon

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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 192 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.
  • 192 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.