Sageworth Trust’s XP XP Stock Holding History

Sageworth Trust’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
2022 Q1	–	Sell	-38	Closed	-$1K	–	794
2021 Q4	$1K	Buy	+38	New	+$1.24K	﹤0.01%	783

Other funds holding XP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Sageworth Trust's XP Position: Q1 2022 in Review

Sageworth Trust sold out of XP (XP) in Q1 2022, closing a stake of 38 shares — an estimated $1K sold.

Sageworth Trust first reported a position in XP in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 238 funds tracked by Wall St. Rank hold XP as of Q1 2022.

Sageworth Trust reported no remaining XP position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 38 XP shares in Q1 2022, an estimated $1K.
Sageworth Trust first reported a position in XP in Q4 2021 and held it in 1 quarter.
Sageworth Trust's XP position peaked at $1K in Q4 2021.
238 funds tracked by Wall St. Rank held XP as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.