TD Waterhouse Canada’s XP XP Stock Holding History

TD Waterhouse Canada’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 Q2	–	Sell	-160	Closed	-$1.79K	–	1830
2023 Q1	$1.79K	Buy	+160	New	+$2.28K	﹤0.01%	1531

Other funds holding XP

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

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

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

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

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

TD Waterhouse Canada's XP Position: Q2 2023 in Review

TD Waterhouse Canada sold out of XP (XP) in Q2 2023, closing a stake of 160 shares — an estimated $1.79K sold.

TD Waterhouse Canada first reported a position in XP in Q1 2023 and held it in 1 quarter. The position peaked at $1.79K in Q1 2023. 225 funds tracked by Wall St. Rank hold XP as of Q2 2023.

TD Waterhouse Canada reported no remaining XP position as of Q2 2023 after selling out during the quarter.
TD Waterhouse Canada sold 160 XP shares in Q2 2023, an estimated $1.79K.
TD Waterhouse Canada first reported a position in XP in Q1 2023 and held it in 1 quarter.
TD Waterhouse Canada's XP position peaked at $1.79K in Q1 2023.
225 funds tracked by Wall St. Rank held XP as of Q2 2023.

Based on TD Waterhouse Canada's 13F filing for Q2 2023, filed 13 Nov 2023.