Accuvest Global Advisors’s Block Inc XYZ Stock Holding History

Accuvest Global 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 Q1	–	Sell	-17,871	Closed	-$2.89M	–	126
2021 Q4	$2.89M	Buy	17,871 +11,416	+177%	+$2.47M	1.27%	31
2021 Q3	$1.52M	Hold	6,455	–	–	0.72%	44
2021 Q2	$1.57M	Sell	6,455 -133	-2%	-$30.8K	0.79%	39
2021 Q1	$1.5M	Buy	+6,588	New	+$1.54M	0.8%	42
2020 Q3	–	Sell	-130	Closed	-$14K	–	59
2020 Q2	$14K	Buy	+130	New	+$9.95K	0.04%	44
2019 Q2	–	Sell	-4,027	Closed	-$302K	–	123
2019 Q1	$302K	Buy	+4,027	New	+$292K	0.16%	103
2018 Q4	–	Sell	-11,651	Closed	-$1.15M	–	149
2018 Q3	$1.15M	Buy	11,651 +3,544	+44%	+$273K	0.43%	38
2018 Q2	$500K	Buy	8,107 +7,985	+6,545%	+$439K	0.19%	72
2018 Q1	$6K	Sell	122 -36	-23%	-$1.65K	﹤0.01%	95
2017 Q4	$5K	Sell	158 -29	-16%	-$1.06K	﹤0.01%	92
2017 Q3	$5K	Sell	187 -20,883	-99%	-$547K	﹤0.01%	90
2017 Q2	$494K	Sell	21,070 -5,090	-19%	-$105K	0.16%	80
2017 Q1	$452K	Buy	+26,160	New	+$409K	0.14%	71

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return