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Synovus Financial’s XP XP Stock Holding History

Synovus Financial’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
Q3 		– Sell
-13,639
Closed -$240K – 938
2024
Q2 		$240K Buy
13,639
+427
+3% +$8.82K ﹤0.01% 780
2024
Q1 		$339K Sell
13,212
-583
-4% -$14.6K ﹤0.01% 713
2023
Q4 		$360K Sell
13,795
-13,846
-50% -$316K 0.01% 694
2023
Q3 		$637K Buy
27,641
+2,701
+11% +$67.7K 0.01% 548
2023
Q2 		$585K Sell
24,940
-6,131
-20% -$104K 0.01% 569
2023
Q1 		$369K Sell
31,071
-103,978
-77% -$1.48M ﹤0.01% 684
2022
Q4 		$2.07M Buy
135,049
+21,800
+19% +$381K 0.02% 334
2022
Q3 		$2.15M Buy
113,249
+4,928
+5% +$97.8K 0.03% 304
2022
Q2 		$1.94M Buy
108,321
+30,971
+40% +$713K 0.02% 323
2022
Q1 		$2.33M Sell
77,350
-12,203
-14% -$381K 0.02% 293
2021
Q4 		$2.57M Buy
89,553
+54,796
+158% +$1.78M 0.03% 283
2021
Q3 		$1.4M Buy
+34,757
New +$1.55M 0.01% 369

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Synovus Financial's XP Position: Q3 2024 in Review

Synovus Financial sold out of XP (XP) in Q3 2024, closing a stake of 13,639 shares — an estimated $240K sold.

Synovus Financial first reported a position in XP in Q3 2021 and held it in 12 quarters. The position peaked at $2.57M in Q4 2021. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Synovus Financial reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • Synovus Financial sold 13,639 XP shares in Q3 2024, an estimated $240K.
  • Synovus Financial first reported a position in XP in Q3 2021 and held it in 12 quarters.
  • Synovus Financial's XP position peaked at $2.57M in Q4 2021.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Synovus Financial's 13F filing for Q3 2024, filed 14 Nov 2024.