AWM
XYZ

Abound Wealth Management’s Block Inc XYZ Stock Holding History

Abound Wealth Management’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
2026
Q2 		– Sell
-45
Closed -$2.71K – 1598
2026
Q1 		$2.71K Hold
45
– – ﹤0.01% 858
2025
Q4 		$2.93K Sell
45
-1
-2% -$69 ﹤0.01% 786
2025
Q3 		$3.31K Buy
46
+31
+207% +$2.32K ﹤0.01% 729
2025
Q2 		$1K Buy
15
+10
+200% +$582 ﹤0.01% 800
2025
Q1 		$284 Sell
5
-2
-29% -$149 ﹤0.01% 883
2024
Q4 		$616 Sell
7
-421
-98% -$34.5K ﹤0.01% 775
2024
Q3 		$28.7K Buy
428
+403
+1,612% +$26K 0.01% 237
2024
Q2 		$1.63K Hold
25
– – ﹤0.01% 661
2024
Q1 		$2.13K Sell
25
-14
-36% -$1.01K ﹤0.01% 673
2023
Q4 		$3.02K Sell
39
-140
-78% -$7.92K ﹤0.01% 603
2023
Q3 		$7.92K Hold
179
– – ﹤0.01% 374
2023
Q2 		$11.9K Hold
179
– – 0.01% 312
2023
Q1 		$12.3K Sell
179
-66
-27% -$4.94K 0.01% 263
2022
Q4 		$15.4K Sell
245
-23
-9% -$1.42K 0.01% 214
2022
Q3 		$14.7K Buy
+268
New +$19K 0.01% 230

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return