WealthPLAN Partners’s XP XP Stock Holding History

WealthPLAN Partners’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	-200	Closed	-$4.69K	–	1202
2023 Q2	$4.69K	Buy	+200	New	+$3.39K	﹤0.01%	925

Other funds holding XP

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

WealthPLAN Partners's XP Position: Q3 2023 in Review

WealthPLAN Partners sold out of XP (XP) in Q3 2023, closing a stake of 200 shares — an estimated $4.69K sold.

WealthPLAN Partners first reported a position in XP in Q2 2023 and held it in 1 quarter. The position peaked at $4.69K in Q2 2023. 256 funds tracked by Wall St. Rank hold XP as of Q3 2023.

WealthPLAN Partners reported no remaining XP position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 200 XP shares in Q3 2023, an estimated $4.69K.
WealthPLAN Partners first reported a position in XP in Q2 2023 and held it in 1 quarter.
WealthPLAN Partners's XP position peaked at $4.69K in Q2 2023.
256 funds tracked by Wall St. Rank held XP as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.