AWA
XYZ

Alta Wealth Advisors’s Block Inc XYZ Stock Holding History

Alta Wealth 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
Q4 		– Sell
-19,280
Closed -$1.06M – 151
2022
Q3 		$1.06M Buy
19,280
+25
+0.1% +$1.77K 0.76% 32
2022
Q2 		$1.18M Buy
19,255
+70
+0.4% +$6.4K 0.82% 31
2022
Q1 		$2.6M Buy
19,185
+16,732
+682% +$2.03M 1.54% 16
2021
Q4 		$396K Buy
+2,453
New +$532K 0.24% 111
2021
Q1 		– Sell
-6,530
Closed -$1.42M – 141
2020
Q4 		$1.42M Buy
+6,530
New +$1.27M 1.19% 18

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return