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Xp Inc cl a shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Xp Inc cl a (XP) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Xp Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Xp Inc cl a held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Xp Inc cl a by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 41k 26.07
2023-09-30 $780k 34k 23.05
2023-06-30 $232k 9.9k 23.46
2022-12-31 $165k 11k 15.34
2022-09-30 $201k 11k 19.01
2022-06-30 $219k 12k 17.95
2022-03-31 $213k 7.1k 30.03
2021-12-31 $38k 1.3k 29.07

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Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
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Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Xp Inc cl a

Dodge & Cox
Mawer Investment Management
Harding Loevner
Squadra Investments - Gestao De Recursos
Atmos Capital Gestao De Recursos
Citadel Advisors
Bank of New York Mellon
T. Rowe Price Associates
Two Sigma Investments
D. E. Shaw & Co
Arrowstreet Capital, Limited Partnership
Seafarer Capital Partners
Constellation Investimentos e Participacoes
Jennison Associates
Fisher Investments

View all funds holding Xp Inc cl a