AFA
XYZ

Arlington Financial Advisors’s Block Inc XYZ Stock Holding History

Arlington Financial 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
Q1 		– Sell
-2,452
Closed -$396K – 81
2021
Q4 		$396K Buy
2,452
+1,052
+75% +$228K 0.13% 57
2021
Q3 		$336K Hold
1,400
– – 0.13% 49
2021
Q2 		$341K Hold
1,400
– – 0.13% 51
2021
Q1 		$318K Hold
1,400
– – 0.13% 51
2020
Q4 		$305K Hold
1,400
– – 0.13% 53
2020
Q3 		$228K Buy
+1,400
New +$198K 0.12% 54
2019
Q4 		– Sell
-8,150
Closed -$505K – 60
2019
Q3 		$505K Buy
8,150
+850
+12% +$57.7K 0.29% 41
2019
Q2 		$529K Hold
7,300
– – 0.3% 41
2019
Q1 		$547K Hold
7,300
– – 0.31% 41
2018
Q4 		$409K Sell
7,300
-6,800
-48% -$480K 0.17% 59
2018
Q3 		$1.03M Sell
14,100
-10,340
-42% -$797K 0.62% 36
2018
Q2 		$1.58M Sell
24,440
-7,570
-24% -$416K 0.92% 35
2018
Q1 		$1.55M Sell
32,010
-5,490
-15% -$252K 1.02% 29
2017
Q4 		$1.68M Buy
+37,500
New +$1.37M 0.79% 31

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return