1IA
XYZ

1834 Investment Advisors’s Block Inc XYZ Stock Holding History

1834 Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,168
Closed -$72K – 464
2022
Q2 		$72K Sell
1,168
-6,394
-85% -$584K 0.01% 245
2022
Q1 		$1.02M Buy
7,562
+4,789
+173% +$580K 0.13% 110
2021
Q4 		$448K Sell
2,773
-3,186
-53% -$690K 0.05% 139
2021
Q3 		$1.43M Buy
5,959
+5,709
+2,284% +$1.47M 0.17% 87
2021
Q2 		$61K Buy
250
+200
+400% +$46.4K 0.01% 265
2021
Q1 		$11K Sell
50
-5
-9% -$1.17K ﹤0.01% 384
2020
Q4 		$12K Buy
+55
New +$10.7K ﹤0.01% 359
2019
Q4 		– Sell
-100
Closed -$6K – 497
2019
Q3 		$6K Buy
+100
New +$6.79K ﹤0.01% 418

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return