Toth Financial Advisory’s XP XP Stock Holding History

Toth Financial Advisory’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	-3,947	Closed	-$69.4K	–	781
2024 Q2	$69.4K	Sell	3,947 -23,000	-85%	-$475K	0.01%	263
2024 Q1	$691K	Buy	+26,947	New	+$676K	0.09%	146

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

Toth Financial Advisory's XP Position: Q3 2024 in Review

Toth Financial Advisory sold out of XP (XP) in Q3 2024, closing a stake of 3,947 shares — an estimated $69.4K sold.

Toth Financial Advisory first reported a position in XP in Q1 2024 and held it in 2 quarters. The position peaked at $691K in Q1 2024. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

Toth Financial Advisory reported no remaining XP position as of Q3 2024 after selling out during the quarter.
Toth Financial Advisory sold 3,947 XP shares in Q3 2024, an estimated $69.4K.
Toth Financial Advisory first reported a position in XP in Q1 2024 and held it in 2 quarters.
Toth Financial Advisory's XP position peaked at $691K in Q1 2024.
292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.