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Schechter Investment Advisors’s XP XP Stock Holding History

Schechter Investment Advisors’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
Q2 		– Sell
-6,883
Closed -$207K – 1011
2022
Q1 		$207K Sell
6,883
-169
-2% -$5.27K 0.02% 829
2021
Q4 		$203K Buy
+7,052
New +$230K 0.02% 797

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $1.56T AUM 27.86% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Schechter Investment Advisors's XP Position: Q2 2022 in Review

Schechter Investment Advisors sold out of XP (XP) in Q2 2022, closing a stake of 6,883 shares — an estimated $207K sold.

Schechter Investment Advisors first reported a position in XP in Q4 2021 and held it in 2 quarters. The position peaked at $207K in Q1 2022. 200 funds tracked by Wall St. Rank hold XP as of Q2 2022.

  • Schechter Investment Advisors reported no remaining XP position as of Q2 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 6,883 XP shares in Q2 2022, an estimated $207K.
  • Schechter Investment Advisors first reported a position in XP in Q4 2021 and held it in 2 quarters.
  • Schechter Investment Advisors's XP position peaked at $207K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held XP as of Q2 2022.

Based on Schechter Investment Advisors's 13F filing for Q2 2022, filed 3 Nov 2022.