SPIA
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Steward Partners Investment Advisory’s XP XP Stock Holding History

Steward Partners Investment Advisory’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
2020
Q3 		– Sell
-500
Closed -$21K – 2865
2020
Q2 		$21K Buy
500
+250
+100% +$7.67K ﹤0.01% 1764
2020
Q1 		$4K Buy
+250
New +$8.45K ﹤0.01% 2172

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
CIEP
Constellation Investimentos e Participacoes Sao Paulo, Brazil $46.7M AUM 23.3% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Steward Partners Investment Advisory's XP Position: Q3 2020 in Review

Steward Partners Investment Advisory sold out of XP (XP) in Q3 2020, closing a stake of 500 shares — an estimated $21K sold.

Steward Partners Investment Advisory first reported a position in XP in Q1 2020 and held it in 2 quarters. The position peaked at $21K in Q2 2020. 125 funds tracked by Wall St. Rank hold XP as of Q3 2020.

  • Steward Partners Investment Advisory reported no remaining XP position as of Q3 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 500 XP shares in Q3 2020, an estimated $21K.
  • Steward Partners Investment Advisory first reported a position in XP in Q1 2020 and held it in 2 quarters.
  • Steward Partners Investment Advisory's XP position peaked at $21K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held XP as of Q3 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2020, filed 30 Oct 2020.