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Vestmark Advisory Solutions’s XP XP Stock Holding History

Vestmark Advisory Solutions’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
2023
Q3 		– Sell
-9,927
Closed -$233K – 893
2023
Q2 		$233K Sell
9,927
-4,683
-32% -$79.5K 0.01% 784
2023
Q1 		$173K Buy
+14,610
New +$208K 0.01% 836

Other funds holding XP

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Vestmark Advisory Solutions's XP Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of XP (XP) in Q3 2023, closing a stake of 9,927 shares — an estimated $233K sold.

Vestmark Advisory Solutions first reported a position in XP in Q1 2023 and held it in 2 quarters. The position peaked at $233K in Q2 2023. 257 funds tracked by Wall St. Rank hold XP as of Q3 2023.

  • Vestmark Advisory Solutions reported no remaining XP position as of Q3 2023 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 9,927 XP shares in Q3 2023, an estimated $233K.
  • Vestmark Advisory Solutions first reported a position in XP in Q1 2023 and held it in 2 quarters.
  • Vestmark Advisory Solutions's XP position peaked at $233K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held XP as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.