AIP
XYZ

Almanack Investment Partners’s Block Inc XYZ Stock Holding History

Almanack Investment Partners’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
-2,288
Closed -$310K – 524
2022
Q1 		$310K Sell
2,288
-1,741
-43% -$211K 0.03% 356
2021
Q4 		$651K Sell
4,029
-28
-0.7% -$6.07K 0.05% 216
2021
Q3 		$973K Buy
4,057
+27
+0.7% +$6.93K 0.09% 165
2021
Q2 		$983K Buy
4,030
+16
+0.4% +$3.71K 0.09% 139
2021
Q1 		$911K Sell
4,014
-844
-17% -$197K 0.09% 147
2020
Q4 		$1.06M Buy
4,858
+599
+14% +$117K 0.12% 110
2020
Q3 		$733K Sell
4,259
-3,205
-43% -$453K 0.09% 148
2020
Q2 		$783K Sell
7,464
-192
-3% -$14.7K 0.14% 84
2020
Q1 		$401K Buy
7,656
+1,148
+18% +$78.5K 0.09% 147
2019
Q4 		$407K Sell
6,508
-2,992
-31% -$191K 0.08% 122
2019
Q3 		$589K Buy
9,500
+1,943
+26% +$132K 0.11% 104
2019
Q2 		$548K Buy
7,557
+2,739
+57% +$191K 0.13% 86
2019
Q1 		$361K Sell
4,818
-9,101
-65% -$660K 0.1% 91
2018
Q4 		$781K Sell
13,919
-349
-2% -$24.6K 0.23% 59
2018
Q3 		$1.18M Buy
14,268
+2,008
+16% +$155K 0.31% 50
2018
Q2 		$756K Sell
12,260
-2,307
-16% -$127K 0.34% 30
2018
Q1 		$717K Sell
14,567
-373
-2% -$17.1K 0.28% 36
2017
Q4 		$518K Buy
+14,940
New +$547K 0.2% 56
2017
Q3 		– Sell
-4,993
Closed -$117K – 202
2017
Q2 		$117K Buy
+4,993
New +$103K 0.07% 167

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