Wealth Alliance’s XP XP Stock Holding History

Wealth Alliance’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 Q2	–	Sell	-9,960	Closed	-$300K	–	504
2022 Q1	$300K	Buy	9,960 +1,405	+16%	+$43.8K	0.06%	327
2021 Q4	$246K	Buy	+8,555	New	+$279K	0.05%	371

Other funds holding XP

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Truxt Investmentos Rio De Janeiro, Brazil $156M AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wealth Alliance's XP Position: Q2 2022 in Review

Wealth Alliance sold out of XP (XP) in Q2 2022, closing a stake of 9,960 shares — an estimated $300K sold.

Wealth Alliance first reported a position in XP in Q4 2021 and held it in 2 quarters. The position peaked at $300K in Q1 2022. 200 funds tracked by Wall St. Rank hold XP as of Q2 2022.

Wealth Alliance reported no remaining XP position as of Q2 2022 after selling out during the quarter.
Wealth Alliance sold 9,960 XP shares in Q2 2022, an estimated $300K.
Wealth Alliance first reported a position in XP in Q4 2021 and held it in 2 quarters.
Wealth Alliance's XP position peaked at $300K in Q1 2022.
200 funds tracked by Wall St. Rank held XP as of Q2 2022.

Based on Wealth Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.