SAM
XP icon

Smartleaf Asset Management’s XP XP Stock Holding History

Smartleaf Asset Management’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
2026
Q1 		$6.33K Hold
357
– – ﹤0.01% 2553
2025
Q4 		$5.91K Sell
357
-574
-62% -$10.1K ﹤0.01% 2640
2025
Q3 		$17.7K Buy
931
+388
+71% +$6.96K ﹤0.01% 1859
2025
Q2 		$10.7K Sell
543
-158
-23% -$2.73K ﹤0.01% 1813
2025
Q1 		$10.4K Buy
701
+127
+22% +$1.75K ﹤0.01% 1915
2024
Q4 		$6.76K Sell
574
-972
-63% -$15.3K ﹤0.01% 2147
2024
Q3 		$28.1K Buy
1,546
+682
+79% +$12.4K ﹤0.01% 1155
2024
Q2 		$15.5K Sell
864
-265
-23% -$5.47K ﹤0.01% 1152
2024
Q1 		$28.8K Buy
1,129
+313
+38% +$7.85K 0.01% 788
2023
Q4 		$21.5K Buy
+816
New +$18.6K 0.01% 662

Other funds holding XP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return