WRF
XP icon

Waddell & Reed Financial’s XP XP Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		– Sell
-532,615
Closed -$21.1M – 519
2020
Q4 		$21.1M Buy
532,615
+203,619
+62% +$8.32M 0.04% 353
2020
Q3 		$13.7M Sell
328,996
-38,943
-11% -$1.78M 0.03% 359
2020
Q2 		$15.5M Sell
367,939
-3,717
-1% -$114K 0.04% 347
2020
Q1 		$7.17M Buy
371,656
+271,656
+272% +$9.18M 0.02% 364
2019
Q4 		$3.85M Buy
+100,000
New +$3.75M 0.01% 427

Other funds holding XP

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $86.6M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Waddell & Reed Financial's XP Position: Q1 2021 in Review

Waddell & Reed Financial sold out of XP (XP) in Q1 2021, closing a stake of 532,615 shares — an estimated $21.1M sold.

Waddell & Reed Financial first reported a position in XP in Q4 2019 and held it in 5 quarters. The position peaked at $21.1M in Q4 2020. 149 funds tracked by Wall St. Rank hold XP as of Q1 2021.

  • Waddell & Reed Financial reported no remaining XP position as of Q1 2021 after selling out during the quarter.
  • Waddell & Reed Financial sold 532,615 XP shares in Q1 2021, an estimated $21.1M.
  • Waddell & Reed Financial first reported a position in XP in Q4 2019 and held it in 5 quarters.
  • Waddell & Reed Financial's XP position peaked at $21.1M in Q4 2020.
  • 149 funds tracked by Wall St. Rank held XP as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.