YorkBridge Wealth Partners’s XP XP Stock Holding History

YorkBridge Wealth 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
2022 Q2	–	Sell	-10,170	Closed	-$306K	–	296
2022 Q1	$306K	Buy	+10,170	New	+$317K	0.07%	234

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

YorkBridge Wealth Partners's XP Position: Q2 2022 in Review

YorkBridge Wealth Partners sold out of XP (XP) in Q2 2022, closing a stake of 10,170 shares — an estimated $306K sold.

YorkBridge Wealth Partners first reported a position in XP in Q1 2022 and held it in 1 quarter. The position peaked at $306K in Q1 2022. 200 funds tracked by Wall St. Rank hold XP as of Q2 2022.

YorkBridge Wealth Partners reported no remaining XP position as of Q2 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 10,170 XP shares in Q2 2022, an estimated $306K.
YorkBridge Wealth Partners first reported a position in XP in Q1 2022 and held it in 1 quarter.
YorkBridge Wealth Partners's XP position peaked at $306K in Q1 2022.
200 funds tracked by Wall St. Rank held XP as of Q2 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.