tru Independence’s XP XP Stock Holding History

tru Independence’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
2020 Q2	–	Sell	-50	Closed	-$1	–	933
2020 Q1	$1	Hold	50	–	–	﹤0.01%	705
2019 Q4	$1K	Buy	+50	New	+$1.88K	﹤0.01%	907

Other funds holding XP

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DADR

Dynamo Administracao de Recursos Rio De Janeiro, Brazil $18.5M AUM 37.41% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

CIEP

Constellation Investimentos e Participacoes Sao Paulo, Brazil $46.7M AUM 23.3% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

tru Independence's XP Position: Q2 2020 in Review

tru Independence sold out of XP (XP) in Q2 2020, closing a stake of 50 shares — an estimated $1 sold.

tru Independence first reported a position in XP in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 115 funds tracked by Wall St. Rank hold XP as of Q2 2020.

tru Independence reported no remaining XP position as of Q2 2020 after selling out during the quarter.
tru Independence sold 50 XP shares in Q2 2020, an estimated $1.
tru Independence first reported a position in XP in Q4 2019 and held it in 2 quarters.
tru Independence's XP position peaked at $1K in Q4 2019.
115 funds tracked by Wall St. Rank held XP as of Q2 2020.

Based on tru Independence's 13F filing for Q2 2020, filed 19 Aug 2020.