SYSTM Wealth Solutions’s XP XP Stock Holding History

SYSTM Wealth Solutions’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	-96	Closed	-$1.69K	–	645
2024 Q2	$1.69K	Hold	96	–	–	﹤0.01%	624
2024 Q1	$2.46K	Hold	96	–	–	﹤0.01%	887
2023 Q4	$2.5K	Buy	+96	New	+$2.19K	﹤0.01%	932

Other funds holding XP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SYSTM Wealth Solutions's XP Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of XP (XP) in Q3 2024, closing a stake of 96 shares — an estimated $1.69K sold.

SYSTM Wealth Solutions first reported a position in XP in Q4 2023 and held it in 3 quarters. The position peaked at $2.5K in Q4 2023. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

SYSTM Wealth Solutions reported no remaining XP position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 96 XP shares in Q3 2024, an estimated $1.69K.
SYSTM Wealth Solutions first reported a position in XP in Q4 2023 and held it in 3 quarters.
SYSTM Wealth Solutions's XP position peaked at $2.5K in Q4 2023.
292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.