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User

Daniel Loeb

Third Point

Daniel Loeb XP INC, CL-A stake

total: 588

Third Point XP trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2019 Q4
Held for:
1 quarter
Latest activity:
2020 Q1
According to 2026 Q2 report, Daniel Loeb doesn't hold any XP INC, CL-A (XP) shares. To date, the estimated cost basis is nearly $38.52 for "buy" trades and estimated average "sell" price is $38.52. Third Point first purchased XP in 2019 Q4, initially acquiring 800,000 shares. Since the initial investment in XP INC, CL-A (XP), Third Point has made 1 more transaction.

When did Daniel Loeb sell XP INC, CL-A (XP)?

Daniel Loeb sold off the entire XP INC, CL-A (XP) position in 2020 Q1.

When did Daniel Loeb buy XP INC, CL-A (XP)?

Daniel Loeb first invested in XP INC, CL-A (XP) in 2019 Q4 at the reported quarter-end price of $38.52 per share.

What's the cost basis of Third Point's XP stake?

The estimated cost basis for XP INC, CL-A (XP) stake is around $38.52 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$38.52
Weighted AVG sell price:
$38.52

Daniel Loeb's historical trades in XP INC, CL-A

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2020 Q1
0.00%
$38.52
-100% (-800,000)
2019 Q4
0.35%
$38.52
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.