VPI
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VELT Partners Investimentos’s XP XP Stock Holding History

VELT Partners 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
2022
Q4 		– Sell
-1,246,079
Closed -$23.7M – 3
2022
Q3 		$23.7M Sell
1,246,079
-1,597,454
-56% -$31.7M 37.72% 2
2022
Q2 		$51.1M Buy
2,843,533
+704,776
+33% +$16.2M 47.08% 1
2022
Q1 		$64.4M Buy
2,138,757
+231,150
+12% +$7.21M 53.07% 1
2021
Q4 		$54.8M Buy
1,907,607
+1,212,002
+174% +$39.5M 49.05% 1
2021
Q3 		$27.9M Buy
695,605
+173,030
+33% +$7.73M 15.13% 3
2021
Q2 		$22.8M Buy
522,575
+8,730
+2% +$361K 12.71% 3
2021
Q1 		$19.4M Buy
513,845
+36,650
+8% +$1.56M 11.47% 3
2020
Q4 		$18.9M Buy
477,195
+107,910
+29% +$4.41M 10.21% 3
2020
Q3 		$15.4M Sell
369,285
-314,328
-46% -$14.4M 10.9% 4
2020
Q2 		$28.7M Sell
683,613
-827,670
-55% -$25.4M 22.87% 2
2020
Q1 		$29.2M Buy
1,511,283
+761,283
+102% +$25.7M 23.21% 2
2019
Q4 		$28.7M Buy
+750,000
New +$28.2M 19.23% 3

Other funds holding XP

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $815M AUM 15.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

VELT Partners Investimentos's XP Position: Q4 2022 in Review

VELT Partners Investimentos sold out of XP (XP) in Q4 2022, closing a stake of 1,246,079 shares — an estimated $23.7M sold.

VELT Partners Investimentos first reported a position in XP in Q4 2019 and held it in 12 quarters. The position peaked at $64.4M in Q1 2022. 198 funds tracked by Wall St. Rank hold XP as of Q4 2022.

  • VELT Partners Investimentos reported no remaining XP position as of Q4 2022 after selling out during the quarter.
  • VELT Partners Investimentos sold 1,246,079 XP shares in Q4 2022, an estimated $23.7M.
  • VELT Partners Investimentos first reported a position in XP in Q4 2019 and held it in 12 quarters.
  • VELT Partners Investimentos's XP position peaked at $64.4M in Q1 2022.
  • 198 funds tracked by Wall St. Rank held XP as of Q4 2022.

Based on VELT Partners Investimentos's 13F filing for Q4 2022, filed 31 Jan 2023.