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Washington Trust Advisors’s XP XP Stock Holding History

Washington Trust Advisors’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
-168
Closed -$2.96K – 685
2024
Q2 		$2.96K Hold
168
– – ﹤0.01% 614
2024
Q1 		$4.31K Hold
168
– – ﹤0.01% 591
2023
Q4 		$4.38K Hold
168
– – ﹤0.01% 582
2023
Q3 		$3.87K Hold
168
– – ﹤0.01% 583
2023
Q2 		$3.94K Hold
168
– – ﹤0.01% 575
2023
Q1 		$2K Buy
168
+98
+140% +$1.4K ﹤0.01% 725
2022
Q4 		$1.07K Sell
70
-97
-58% -$1.7K ﹤0.01% 763
2022
Q3 		$3K Sell
167
-540
-76% -$10.7K ﹤0.01% 828
2022
Q2 		$13K Hold
707
– – ﹤0.01% 602
2022
Q1 		$21K Sell
707
-56
-7% -$1.75K ﹤0.01% 597
2021
Q4 		$22K Buy
+763
New +$24.8K ﹤0.01% 617

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

Washington Trust Advisors's XP Position: Q3 2024 in Review

Washington Trust Advisors sold out of XP (XP) in Q3 2024, closing a stake of 168 shares — an estimated $2.96K sold.

Washington Trust Advisors first reported a position in XP in Q4 2021 and held it in 11 quarters. The position peaked at $22K in Q4 2021. 292 funds tracked by Wall St. Rank hold XP as of Q3 2024.

  • Washington Trust Advisors reported no remaining XP position as of Q3 2024 after selling out during the quarter.
  • Washington Trust Advisors sold 168 XP shares in Q3 2024, an estimated $2.96K.
  • Washington Trust Advisors first reported a position in XP in Q4 2021 and held it in 11 quarters.
  • Washington Trust Advisors's XP position peaked at $22K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held XP as of Q3 2024.

Based on Washington Trust Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.