State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s XP XP Stock Holding History

State of Wisconsin Investment Board’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
Q2 		– Sell
-10,800
Closed -$277K – 2390
2024
Q1 		$277K Buy
+10,800
New +$271K ﹤0.01% 1974
2023
Q4 		– Sell
-12,100
Closed -$279K – 2593
2023
Q3 		$279K Buy
12,100
+1,100
+10% +$27.6K ﹤0.01% 2088
2023
Q2 		$258K Buy
+11,000
New +$187K ﹤0.01% 2048
2021
Q4 		– Sell
-476,778
Closed -$19.2M – 2223
2021
Q3 		$19.2M Hold
476,778
– – 0.04% 484
2021
Q2 		$20.8M Hold
476,778
– – 0.04% 455
2021
Q1 		$18M Sell
476,778
-33,102
-6% -$1.41M 0.04% 476
2020
Q4 		$20.2M Buy
509,880
+242,466
+91% +$9.91M 0.05% 406
2020
Q3 		$11.1M Hold
267,414
– – 0.03% 596
2020
Q2 		$11.2M Sell
267,414
-105,586
-28% -$3.24M 0.03% 551
2020
Q1 		$7.2M Sell
373,000
-29,900
-7% -$1.01M 0.02% 632
2019
Q4 		$15.5M Buy
+402,900
New +$15.1M 0.04% 485

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
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
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
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

State of Wisconsin Investment Board's XP Position: Q2 2024 in Review

State of Wisconsin Investment Board sold out of XP (XP) in Q2 2024, closing a stake of 10,800 shares — an estimated $277K sold.

State of Wisconsin Investment Board first reported a position in XP in Q4 2019 and held it in 11 quarters. The position peaked at $20.8M in Q2 2021. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • State of Wisconsin Investment Board reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • State of Wisconsin Investment Board sold 10,800 XP shares in Q2 2024, an estimated $277K.
  • State of Wisconsin Investment Board first reported a position in XP in Q4 2019 and held it in 11 quarters.
  • State of Wisconsin Investment Board's XP position peaked at $20.8M in Q2 2021.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q2 2024, filed 14 Aug 2024.