ARC
XYZ

Advisor Resource Council’s Block Inc XYZ Stock Holding History

Advisor Resource Council’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
2024
Q1 		– Sell
-3,164
Closed -$245K – 546
2023
Q4 		$245K Buy
+3,164
New +$179K 0.03% 399
2023
Q1 		– Sell
-15,702
Closed -$987K – 280
2022
Q4 		$987K Sell
15,702
-826
-5% -$51K 0.48% 43
2022
Q3 		$909K Buy
16,528
+10,251
+163% +$726K 0.61% 41
2022
Q2 		$386K Buy
6,277
+4,778
+319% +$437K 0.04% 325
2022
Q1 		$204K Sell
1,499
-2,535
-63% -$307K 0.06% 199
2021
Q4 		$652K Buy
4,034
+3,107
+335% +$673K 0.05% 291
2021
Q3 		$222K Sell
927
-796
-46% -$204K 0.07% 199
2021
Q2 		$420K Buy
+1,723
New +$400K 0.04% 334

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return