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Tyler-Stone Wealth Management’s XP XP Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-4
Closed -$70 – 965
2024
Q2 		$70 Hold
4
– – ﹤0.01% 966
2024
Q1 		$103 Hold
4
– – ﹤0.01% 949
2023
Q4 		$104 Hold
4
– – ﹤0.01% 932
2023
Q3 		$0 Hold
4
– – ﹤0.01% 962
2023
Q2 		$0 Buy
+4
New +$68 ﹤0.01% 918
2022
Q4 		$0 Hold
4
– – ﹤0.01% 912
2022
Q3 		$0 Hold
4
– – ﹤0.01% 905
2022
Q2 		$0 Hold
4
– – ﹤0.01% 917
2022
Q1 		$0 Hold
4
– – ﹤0.01% 960
2021
Q4 		$0 Buy
+4
New +$130 ﹤0.01% 937

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tyler-Stone Wealth Management's XP Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of XP (XP) in Q3 2024, closing a stake of 4 shares — an estimated $70 sold.

Tyler-Stone Wealth Management first reported a position in XP in Q4 2021 and held it in 10 quarters. The position peaked at $104 in Q4 2023. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 4 XP shares in Q3 2024, an estimated $70.
  • Tyler-Stone Wealth Management first reported a position in XP in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's XP position peaked at $104 in Q4 2023.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.