WCM Investment Management
XP icon

WCM Investment Management’s XP XP Stock Holding History

WCM Investment 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
2022
Q3 		– Sell
-1,096,958
Closed -$20.1M – 205
2022
Q2 		$20.1M Sell
1,096,958
-86,896
-7% -$2M 0.07% 74
2022
Q1 		$35.6M Buy
1,183,854
+9,378
+0.8% +$292K 0.1% 55
2021
Q4 		$33.8M Sell
1,174,476
-7,901
-0.7% -$257K 0.08% 60
2021
Q3 		$47.5M Buy
1,182,377
+58,763
+5% +$2.62M 0.11% 46
2021
Q2 		$48.9M Buy
1,123,614
+111,523
+11% +$4.61M 0.12% 39
2021
Q1 		$38.1M Buy
1,012,091
+634,471
+168% +$27.1M 0.1% 44
2020
Q4 		$15M Buy
377,620
+75,395
+25% +$3.08M 0.04% 69
2020
Q3 		$12.6M Buy
302,225
+34,305
+13% +$1.57M 0.04% 67
2020
Q2 		$11.3M Buy
267,920
+153,890
+135% +$4.72M 0.04% 65
2020
Q1 		$2.2M Buy
114,030
+39,960
+54% +$1.35M 0.01% 146
2019
Q4 		$2.85M Buy
+74,070
New +$2.78M 0.02% 138

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Truxt Investmentos Rio De Janeiro, Brazil $156M AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

WCM Investment Management's XP Position: Q3 2022 in Review

WCM Investment Management sold out of XP (XP) in Q3 2022, closing a stake of 1,096,958 shares — an estimated $20.1M sold.

WCM Investment Management first reported a position in XP in Q4 2019 and held it in 11 quarters. The position peaked at $48.9M in Q2 2021. 200 funds tracked by Wall St. Rank hold XP as of Q3 2022.

  • WCM Investment Management reported no remaining XP position as of Q3 2022 after selling out during the quarter.
  • WCM Investment Management sold 1,096,958 XP shares in Q3 2022, an estimated $20.1M.
  • WCM Investment Management first reported a position in XP in Q4 2019 and held it in 11 quarters.
  • WCM Investment Management's XP position peaked at $48.9M in Q2 2021.
  • 200 funds tracked by Wall St. Rank held XP as of Q3 2022.

Based on WCM Investment Management's 13F filing for Q3 2022, filed 18 Oct 2022.