AF
XYZ

Aldebaran Financial’s Block Inc XYZ Stock Holding History

Aldebaran Financial’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
Q2 		– Sell
-5,365
Closed -$727K – 92
2022
Q1 		$727K Buy
5,365
+50
+0.9% +$6.05K 0.56% 46
2021
Q4 		$858K Buy
5,315
+85
+2% +$18.4K 0.63% 45
2021
Q3 		$1.25M Sell
5,230
-25
-0.5% -$6.42K 1.01% 28
2021
Q2 		$1.27M Sell
5,255
-20
-0.4% -$4.64K 1.04% 30
2021
Q1 		$1.2M Sell
5,275
-520
-9% -$122K 1.06% 31
2020
Q4 		$1.26M Sell
5,795
-59
-1% -$11.5K 1.17% 26
2020
Q3 		$952K Buy
5,854
+130
+2% +$18.4K 0.99% 36
2020
Q2 		$601K Sell
5,724
-14,075
-71% -$1.08M 0.71% 45
2020
Q1 		$1.04M Sell
19,799
-1,506
-7% -$103K 1.01% 29
2019
Q4 		$1.33M Sell
21,305
-30
-0.1% -$1.92K 1.01% 38
2019
Q3 		$1.31M Buy
21,335
+3,885
+22% +$264K 0.88% 46
2019
Q2 		$1.27M Buy
17,450
+50
+0.3% +$3.49K 0.87% 44
2019
Q1 		$1.3M Buy
17,400
+150
+0.9% +$10.9K 0.92% 43
2018
Q4 		$968K Buy
17,250
+6,650
+63% +$470K 0.74% 49
2018
Q3 		$1.05M Buy
10,600
+500
+5% +$38.6K 0.68% 51
2018
Q2 		$623K Hold
10,100
– – 0.43% 69
2018
Q1 		$497K Sell
10,100
-340
-3% -$15.6K 0.33% 74
2017
Q4 		$362K Buy
+10,440
New +$382K 0.24% 79

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return