Current Value of Holding

$58.4 Million

Shares

2.84 Million

% of Portfolio

0.03%

Average Buy Price

$24.4

Avg closing price
Price range

8 Ken Fisher XP Trades

Ken Fisher's position in XP is currently worth $58.4 Million. That's 0.03% of their equity portfolio (200th largest holding). The first XP trade was made in Q4 2021. Since then Ken Fisher bought shares two more times and sold shares on five occasions. The investor's estimated purchase price is $69.5 Million, resulting in a loss of 16%.

Avg closing price
Price range
Increased shares by 585.2% (+2.43 Million shares) Q4 2023
Avg closing price $22.82
Price range $19.56 - $26.78
Sold 0.8% shares (-3.47 Thousand shares) Q3 2023
Avg closing price $25.07
Price range $22.09 - $27.46
Sold 0.1% shares (-236 shares) Q1 2023
Avg closing price $14.25
Price range $10.65 - $18.11
Sold 12.7% shares (-60.7 Thousand shares) Q4 2022
Avg closing price $17.49
Price range $13.99 - $21.52
Sold 0.6% shares (-2.96 Thousand shares) Q3 2022
Avg closing price $19.85
Price range $17.01 - $24.66
Increased shares by 1.1% (+5.27 Thousand shares) Q2 2022
Avg closing price $23.02
Price range $17.96 - $31.74
Sold 3.2% shares (-15.7 Thousand shares) Q1 2022
Avg closing price $31.19
Price range $26.51 - $35.75
New holding (+493 Thousand shares) Q4 2021
Avg closing price $32.32
Price range $27.88 - $42.05

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