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Sequoia Financial Advisors’s XP XP Stock Holding History

Sequoia Financial 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
2024
Q1 		– Sell
-22,089
Closed -$576K – 1303
2023
Q4 		$576K Buy
+22,089
New +$504K 0.01% 696

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sequoia Financial Advisors's XP Position: Q1 2024 in Review

Sequoia Financial Advisors sold out of XP (XP) in Q1 2024, closing a stake of 22,089 shares — an estimated $576K sold.

Sequoia Financial Advisors first reported a position in XP in Q4 2023 and held it in 1 quarter. The position peaked at $576K in Q4 2023. 298 funds tracked by Wall St. Rank hold XP as of Q1 2024.

  • Sequoia Financial Advisors reported no remaining XP position as of Q1 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 22,089 XP shares in Q1 2024, an estimated $576K.
  • Sequoia Financial Advisors first reported a position in XP in Q4 2023 and held it in 1 quarter.
  • Sequoia Financial Advisors's XP position peaked at $576K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held XP as of Q1 2024.

Based on Sequoia Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.