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Xp Inc cl a shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in Xp Inc cl a

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Xp Inc cl a by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $309k 12k 25.63
2023-12-31 $351k 14k 26.06
2023-09-30 $269k 12k 23.05

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

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