Turim 21 Investimentos’s XP XP Stock Holding History

Turim 21 Investimentos’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
2025 Q2	–	Sell	-205	Closed	-$2.82K	–	88
2025 Q1	$2.82K	Buy	+205	New	+$2.82K	﹤0.01%	72
2024 Q1	–	Sell	-15,916	Closed	-$415K	–	82
2023 Q4	$415K	Buy	+15,916	New	+$363K	0.13%	21
2023 Q3	–	Sell	-11,024	Closed	-$259K	–	84
2023 Q2	$259K	Buy	11,024 +9,394	+576%	+$159K	0.13%	28
2023 Q1	$19.3K	Hold	1,630	–	–	0.02%	50
2022 Q4	$25K	Hold	1,630	–	–	0.01%	52
2022 Q3	$31K	Buy	1,630 +230	+16%	+$4.57K	0.03%	59
2022 Q2	$25K	Hold	1,400	–	–	0.02%	70
2022 Q1	$42K	Buy	+1,400	New	+$43.7K	0.02%	75
2021 Q4	–	Sell	-1,200	Closed	-$48K	–	114
2021 Q3	$48K	Hold	1,200	–	–	0.02%	55
2021 Q2	$52K	Buy	+1,200	New	+$49.6K	0.02%	70
2021 Q1	–	Sell	-1,200	Closed	-$48K	–	180
2020 Q4	$48K	Buy	+1,200	New	+$49K	0.25%	43

Other funds holding XP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $832M AUM 5.47% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Turim 21 Investimentos's XP Position: Q2 2025 in Review

Turim 21 Investimentos sold out of XP (XP) in Q2 2025, closing a stake of 205 shares — an estimated $2.82K sold.

Turim 21 Investimentos first reported a position in XP in Q4 2020 and held it in 11 quarters. The position peaked at $415K in Q4 2023. 313 funds tracked by Wall St. Rank hold XP as of Q2 2025.

Turim 21 Investimentos reported no remaining XP position as of Q2 2025 after selling out during the quarter.
Turim 21 Investimentos sold 205 XP shares in Q2 2025, an estimated $2.82K.
Turim 21 Investimentos first reported a position in XP in Q4 2020 and held it in 11 quarters.
Turim 21 Investimentos's XP position peaked at $415K in Q4 2023.
313 funds tracked by Wall St. Rank held XP as of Q2 2025.

Based on Turim 21 Investimentos's 13F filing for Q2 2025, filed 14 Aug 2025.