A detailed history of Captrust Financial Advisors transactions in Xp Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 29,694 shares of XP stock, worth $499,453. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,694
Previous 30,824 3.67%
Holding current value
$499,453
Previous $790,000 33.92%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$17.07 - $25.33 $19,289 - $28,622
-1,130 Reduced 3.67%
29,694 $522,000
Q1 2024

May 15, 2024

SELL
$23.64 - $26.3 $245,288 - $272,888
-10,376 Reduced 25.18%
30,824 $790,000
Q4 2023

Feb 14, 2024

BUY
$19.56 - $26.78 $143,902 - $197,020
7,357 Added 21.74%
41,200 $1.07 Million
Q3 2023

Nov 14, 2023

BUY
$22.09 - $27.46 $529,143 - $657,776
23,954 Added 242.23%
33,843 $780,000
Q2 2023

Aug 14, 2023

BUY
$10.83 - $24.52 $107,097 - $242,478
9,889 New
9,889 $231,000
Q4 2022

Feb 15, 2023

BUY
$13.99 - $21.52 $2,378 - $3,658
170 Added 1.61%
10,743 $164,000
Q3 2022

Nov 16, 2022

SELL
$17.01 - $24.66 $27,709 - $40,171
-1,629 Reduced 13.35%
10,573 $201,000
Q2 2022

Aug 23, 2022

SELL
$17.96 - $31.74 $14,493 - $25,614
-807 Reduced 6.2%
12,202 $219,000
Q2 2022

Aug 16, 2022

BUY
$17.96 - $31.74 $106,269 - $187,805
5,917 Added 83.43%
13,009 $234,000
Q1 2022

May 16, 2022

BUY
$26.51 - $35.75 $153,360 - $206,813
5,785 Added 442.62%
7,092 $213,000
Q4 2021

Feb 14, 2022

BUY
$27.88 - $42.05 $36,439 - $54,959
1,307 New
1,307 $38,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $7.53B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.