AG
XYZ

Advisor Group’s Block Inc XYZ Stock Holding History

Advisor Group’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
2019
Q4 		$3.12M Sell
49,824
-11,323
-19% -$724K 0.02% 603
2019
Q3 		$3.79M Sell
61,147
-1,531
-2% -$104K 0.03% 511
2019
Q2 		$4.54M Buy
62,678
+9,851
+19% +$688K 0.03% 424
2019
Q1 		$3.96M Sell
52,827
-4,667
-8% -$338K 0.03% 448
2018
Q4 		$3.23M Buy
57,494
+3,069
+6% +$217K 0.03% 445
2018
Q3 		$5.39M Buy
54,425
+22,579
+71% +$1.74M 0.05% 299
2018
Q2 		$1.96M Buy
31,846
+1,407
+5% +$77.4K 0.03% 558
2018
Q1 		$1.5M Buy
30,439
+21,328
+234% +$979K 0.02% 673
2017
Q4 		$316K Buy
9,111
+3,240
+55% +$119K ﹤0.01% 1653
2017
Q3 		$169K Sell
5,871
-1,724
-23% -$45.1K ﹤0.01% 1976
2017
Q2 		$177K Sell
7,595
-2,405
-24% -$49.7K ﹤0.01% 1877
2017
Q1 		$172K Sell
10,000
-5,377
-35% -$84.1K ﹤0.01% 1782
2016
Q4 		$209K Buy
15,377
+4,566
+42% +$56.8K ﹤0.01% 1514
2016
Q3 		$126K Buy
10,811
+3,985
+58% +$43.5K ﹤0.01% 1850
2016
Q2 		$61K Buy
+6,826
New +$77.2K ﹤0.01% 2272

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return