Arrow Financial’s Block Inc XYZ Stock Holding History

Arrow 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
2023 Q2	–	Sell	-185	Closed	-$12.7K	–	329
2023 Q1	$12.7K	Sell	185 -30	-14%	-$2.25K	﹤0.01%	269
2022 Q4	$14K	Sell	215 -26	-11%	-$1.6K	﹤0.01%	274
2022 Q3	$13K	Sell	241 -444	-65%	-$31.4K	﹤0.01%	276
2022 Q2	$42K	Sell	685 -895	-57%	-$81.8K	0.01%	215
2022 Q1	$214K	Sell	1,580 -61	-4%	-$7.38K	0.03%	159
2021 Q4	$265K	Buy	1,641 +552	+51%	+$120K	0.03%	155
2021 Q3	$261K	Buy	1,089 +979	+890%	+$251K	0.03%	157
2021 Q2	$27K	Buy	110 +5	+5%	+$1.16K	﹤0.01%	252
2021 Q1	$24K	Buy	+105	New	+$24.6K	﹤0.01%	256
2020 Q3	–	Sell	-150	Closed	-$16K	–	324
2020 Q2	$16K	Hold	150	–	–	﹤0.01%	263
2020 Q1	$8K	Sell	150 -150	-50%	-$10.3K	﹤0.01%	284
2019 Q4	$19K	Hold	300	–	–	﹤0.01%	261
2019 Q3	$19K	Hold	300	–	–	﹤0.01%	262
2019 Q2	$22K	Hold	300	–	–	﹤0.01%	265
2019 Q1	$22K	Hold	300	–	–	0.01%	266
2018 Q4	$17K	Buy	+300	New	+$21.2K	﹤0.01%	274

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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