Envestnet Asset Management Inc Xp Inc. Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Xp Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 64,026 shares of XP stock, worth $1.03 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

64,026

Previous 85,836 25.41%

Holding current value

$1.03 Million

Previous $1.02 Million 13.47%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	SELL	$11.05 - $15.69 $241,000 - $342,198	-21,810 Reduced 25.41%	64,026 $880,000
Q4 2024 Feb 12, 2025	SELL	$11.78 - $18.17 $1.8 Million - $2.78 Million	-153,060 Reduced 64.07%	85,836 $1.02 Million
Q3 2024 Nov 06, 2024	SELL	$15.95 - $20.0 $4.16 Million - $5.21 Million	-260,648 Reduced 52.18%	238,896 $4.29 Million
Q2 2024 Aug 08, 2024	SELL	$17.07 - $25.33 $333,496 - $494,872	-19,537 Reduced 3.76%	499,544 $8.79 Million
Q1 2024 May 13, 2024	BUY	$23.64 - $26.3 $483,910 - $538,361	20,470 Added 4.11%	519,081 $13.3 Million
Q4 2023 Feb 13, 2024	SELL	$19.56 - $26.78 $3,990 - $5,463	-204 Reduced 0.04%	498,611 $13 Million
Q3 2023 Nov 13, 2023	BUY	$22.09 - $27.46 $4.11 Million - $5.11 Million	186,142 Added 59.53%	498,815 $11.5 Million
Q2 2023 Aug 04, 2023	BUY	$10.83 - $24.52 $772,114 - $1.75 Million	71,294 Added 29.54%	312,673 $7.34 Million
Q1 2023 May 11, 2023	BUY	$10.65 - $18.11 $195,448 - $332,354	18,352 Added 8.23%	241,379 $2.87 Million
Q4 2022 Feb 07, 2023	SELL	$13.99 - $21.52 $759,992 - $1.17 Million	-54,324 Reduced 19.59%	223,027 $3.42 Million
Q3 2022 Nov 10, 2022	BUY	$17.01 - $24.66 $21,415 - $31,046	1,259 Added 0.46%	277,351 $5.27 Million
Q2 2022 Aug 03, 2022	BUY	$17.96 - $31.74 $277,428 - $490,287	15,447 Added 5.93%	276,092 $4.96 Million
Q1 2022 May 04, 2022	BUY	$26.51 - $35.75 $5.03 Million - $6.79 Million	189,846 Added 268.15%	260,645 $7.85 Million
Q4 2021 Feb 04, 2022	BUY	$27.88 - $42.05 $1.76 Million - $2.65 Million	63,084 Added 817.68%	70,799 $2.04 Million
Q3 2021 Oct 07, 2021	BUY	$39.3 - $51.17 $120,375 - $156,733	3,063 Added 65.84%	7,715 $310,000
Q2 2021 Aug 04, 2021	BUY	$38.25 - $46.2 $177,939 - $214,922	4,652 New	4,652 $203,000

Others Institutions Holding XP

# of Institutions

323

Shares Held

312M

Call Options Held

2.09M

Put Options Held

1.23M

View Full List

About XP Inc.

Ticker XP
Exchange NASDAQ
Sector Financial Services
Industry Capital Markets
Shares Outstandng 447,563,008
Market Cap $7.21B
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...

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Envestnet Asset Management Inc Xp Inc. Transaction History