AMCA
XYZ

Arthur M. Cohen & Associates’s Block Inc XYZ Stock Holding History

Arthur M. Cohen & Associates’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
Q3 		– Sell
-3,510
Closed -$216K – 141
2022
Q2 		$216K Sell
3,510
-6,018
-63% -$550K 0.05% 123
2022
Q1 		$1.29M Sell
9,528
-69
-0.7% -$8.35K 0.27% 54
2021
Q4 		$1.55M Buy
9,597
+33
+0.3% +$7.15K 0.29% 49
2021
Q3 		$2.29M Buy
9,564
+968
+11% +$249K 0.47% 38
2021
Q2 		$2.1M Buy
8,596
+2,414
+39% +$560K 0.41% 41
2021
Q1 		$1.55M Hold
6,182
– – 0.36% 45
2020
Q4 		$1.36M Buy
6,182
+1,172
+23% +$229K 0.32% 50
2020
Q3 		$814K Buy
+5,010
New +$707K 0.21% 62

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Wellington Management Group
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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AIM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return