TWM
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Tradition Wealth Management’s XP XP Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-851
Closed -$22K – 1211
2023
Q4 		$22K Hold
851
– – ﹤0.01% 824
2023
Q3 		$20K Hold
851
– – ﹤0.01% 848
2023
Q2 		$20K Hold
851
– – ﹤0.01% 889
2023
Q1 		$10K Hold
851
– – ﹤0.01% 1011
2022
Q4 		$13K Hold
851
– – ﹤0.01% 851
2022
Q3 		$16K Buy
+851
New +$16.9K ﹤0.01% 817

Other funds holding XP

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Tradition Wealth Management's XP Position: Q1 2024 in Review

Tradition Wealth Management sold out of XP (XP) in Q1 2024, closing a stake of 851 shares — an estimated $22K sold.

Tradition Wealth Management first reported a position in XP in Q3 2022 and held it in 6 quarters. The position peaked at $22K in Q4 2023. 298 funds tracked by Wall St. Rank hold XP as of Q1 2024.

  • Tradition Wealth Management reported no remaining XP position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 851 XP shares in Q1 2024, an estimated $22K.
  • Tradition Wealth Management first reported a position in XP in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's XP position peaked at $22K in Q4 2023.
  • 298 funds tracked by Wall St. Rank held XP as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.