TFS
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TrustCore Financial Services’s XP XP Stock Holding History

TrustCore Financial Services’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
Q3 		– Sell
-154
Closed -$6K – 936
2020
Q2 		$6K Buy
154
+100
+185% +$3.07K ﹤0.01% 692
2020
Q1 		$1K Buy
+54
New +$1.82K ﹤0.01% 858

Other funds holding XP

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Alkeon Capital Management
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
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

TrustCore Financial Services's XP Position: Q3 2020 in Review

TrustCore Financial Services sold out of XP (XP) in Q3 2020, closing a stake of 154 shares — an estimated $6K sold.

TrustCore Financial Services first reported a position in XP in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 125 funds tracked by Wall St. Rank hold XP as of Q3 2020.

  • TrustCore Financial Services reported no remaining XP position as of Q3 2020 after selling out during the quarter.
  • TrustCore Financial Services sold 154 XP shares in Q3 2020, an estimated $6K.
  • TrustCore Financial Services first reported a position in XP in Q1 2020 and held it in 2 quarters.
  • TrustCore Financial Services's XP position peaked at $6K in Q2 2020.
  • 125 funds tracked by Wall St. Rank held XP as of Q3 2020.

Based on TrustCore Financial Services's 13F filing for Q3 2020, filed 2 Nov 2020.