WFA
XP icon

Wipfli Financial Advisors’s XP XP Stock Holding History

Wipfli Financial 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
2022
Q3 		$3K Buy
+137
New +$2.72K ﹤0.01% 2243

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

Wipfli Financial Advisors's XP Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in XP (XP) in Q3 2022: 137 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2243 among its holdings.

200 funds tracked by Wall St. Rank hold XP as of Q3 2022.

  • Wipfli Financial Advisors held 137 shares of XP worth $3K as of Q3 2022.
  • XP was a new Wipfli Financial Advisors position in Q3 2022.
  • XP made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2243 holding.
  • 200 funds tracked by Wall St. Rank held XP as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.