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TD Private Client Wealth’s XP XP Stock Holding History

TD Private Client Wealth’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
2025
Q2 		– Sell
-10
Closed -$138 – 1529
2025
Q1 		$138 Buy
+10
New +$138 ﹤0.01% 1387
2024
Q4 		– Sell
-861
Closed -$15.4K – 1354
2024
Q3 		$15.4K Sell
861
-2,844
-77% -$51.8K ﹤0.01% 1000
2024
Q2 		$65.2K Sell
3,705
-179
-5% -$3.7K ﹤0.01% 759
2024
Q1 		$99.7K Buy
3,884
+223
+6% +$5.59K ﹤0.01% 692
2023
Q4 		$95.4K Sell
3,661
-113
-3% -$2.58K ﹤0.01% 693
2023
Q3 		$87K Sell
3,774
-303
-7% -$7.59K ﹤0.01% 672
2023
Q2 		$95.6K Buy
4,077
+824
+25% +$14K ﹤0.01% 669
2023
Q1 		$38.6K Sell
3,253
-255
-7% -$3.63K ﹤0.01% 826
2022
Q4 		$53.8K Sell
3,508
-1,625
-32% -$28.4K ﹤0.01% 726
2022
Q3 		$97.6K Sell
5,133
-795
-13% -$15.8K 0.01% 619
2022
Q2 		$106K Buy
5,928
+598
+11% +$13.8K 0.01% 603
2022
Q1 		$160K Buy
5,330
+4,133
+345% +$129K 0.01% 575
2021
Q4 		$34.4K Buy
+1,197
New +$39K ﹤0.01% 793

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

TD Private Client Wealth's XP Position: Q2 2025 in Review

TD Private Client Wealth sold out of XP (XP) in Q2 2025, closing a stake of 10 shares — an estimated $138 sold.

TD Private Client Wealth first reported a position in XP in Q4 2021 and held it in 13 quarters. The position peaked at $160K in Q1 2022. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

  • TD Private Client Wealth reported no remaining XP position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 10 XP shares in Q2 2025, an estimated $138.
  • TD Private Client Wealth first reported a position in XP in Q4 2021 and held it in 13 quarters.
  • TD Private Client Wealth's XP position peaked at $160K in Q1 2022.
  • 313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.