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TCWP’s XP XP Stock Holding History

TCWP’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
2022
Q2 		– Sell
-359
Closed -$10K – 1783
2022
Q1 		$10K Buy
+359
New +$11.2K ﹤0.01% 900

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

TCWP's XP Position: Q2 2022 in Review

TCWP sold out of XP (XP) in Q2 2022, closing a stake of 359 shares — an estimated $10K sold.

TCWP first reported a position in XP in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 200 funds tracked by Wall St. Rank hold XP as of Q2 2022.

  • TCWP reported no remaining XP position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 359 XP shares in Q2 2022, an estimated $10K.
  • TCWP first reported a position in XP in Q1 2022 and held it in 1 quarter.
  • TCWP's XP position peaked at $10K in Q1 2022.
  • 200 funds tracked by Wall St. Rank held XP as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.