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TD Capital Management’s XP XP Stock Holding History

TD Capital Management’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
2023
Q1 		– Sell
-69
Closed -$1.06K – 418
2022
Q4 		$1.06K Hold
69
– – ﹤0.01% 357
2022
Q3 		$1K Buy
+69
New +$1.37K ﹤0.01% 350
2022
Q1 		– Sell
-69
Closed -$2K – 356
2021
Q4 		$2K Buy
+69
New +$2.25K ﹤0.01% 354

Other funds holding XP

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Capital Management's XP Position: Q1 2023 in Review

TD Capital Management sold out of XP (XP) in Q1 2023, closing a stake of 69 shares — an estimated $1.06K sold.

TD Capital Management first reported a position in XP in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 192 funds tracked by Wall St. Rank hold XP as of Q1 2023.

  • TD Capital Management reported no remaining XP position as of Q1 2023 after selling out during the quarter.
  • TD Capital Management sold 69 XP shares in Q1 2023, an estimated $1.06K.
  • TD Capital Management first reported a position in XP in Q4 2021 and held it in 3 quarters.
  • TD Capital Management's XP position peaked at $2K in Q4 2021.
  • 192 funds tracked by Wall St. Rank held XP as of Q1 2023.

Based on TD Capital Management's 13F filing for Q1 2023, filed 2 May 2023.