WT
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Whittier Trust’s XP XP Stock Holding History

Whittier Trust’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
Q2 		– Sell
-12
Closed -$307 – 1597
2024
Q1 		$307 Hold
12
– – ﹤0.01% 1490
2023
Q4 		$312 Hold
12
– – ﹤0.01% 1485
2023
Q3 		$276 Hold
12
– – ﹤0.01% 1615
2023
Q2 		$281 Hold
12
– – ﹤0.01% 1530
2023
Q1 		$142 Hold
12
– – ﹤0.01% 1586
2022
Q4 		$184 Hold
12
– – ﹤0.01% 1599
2022
Q3 		$0 Hold
12
– – ﹤0.01% 1777
2022
Q2 		$0 Hold
12
– – ﹤0.01% 1784
2022
Q1 		$0 Hold
12
– – ﹤0.01% 1763
2021
Q4 		$0 Buy
+12
New +$391 ﹤0.01% 1613

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
SI
Squadra Investments Rio De Janeiro, Brazil $894M AUM 33.04% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Whittier Trust's XP Position: Q2 2024 in Review

Whittier Trust sold out of XP (XP) in Q2 2024, closing a stake of 12 shares — an estimated $307 sold.

Whittier Trust first reported a position in XP in Q4 2021 and held it in 10 quarters. The position peaked at $312 in Q4 2023. 265 funds tracked by Wall St. Rank hold XP as of Q2 2024.

  • Whittier Trust reported no remaining XP position as of Q2 2024 after selling out during the quarter.
  • Whittier Trust sold 12 XP shares in Q2 2024, an estimated $307.
  • Whittier Trust first reported a position in XP in Q4 2021 and held it in 10 quarters.
  • Whittier Trust's XP position peaked at $312 in Q4 2023.
  • 265 funds tracked by Wall St. Rank held XP as of Q2 2024.

Based on Whittier Trust's 13F filing for Q2 2024, filed 29 Jul 2024.