Aspire Private Capital’s Block Inc XYZ Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-17	Closed	-$1.14K	–	682
2024 Q3	$1.14K	Hold	17	–	–	﹤0.01%	587
2024 Q2	$1.1K	Hold	17	–	–	﹤0.01%	593
2024 Q1	$1.44K	Hold	17	–	–	﹤0.01%	606
2023 Q4	$1.31K	Hold	17	–	–	﹤0.01%	589
2023 Q3	$752	Hold	17	–	–	﹤0.01%	618
2023 Q2	$1.13K	Hold	17	–	–	﹤0.01%	574
2023 Q1	$1.17K	Hold	17	–	–	﹤0.01%	560
2022 Q4	$1.07K	Hold	17	–	–	﹤0.01%	550
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	599
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	589
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	521
2021 Q4	$3K	Hold	17	–	–	﹤0.01%	497
2021 Q3	$4K	Hold	17	–	–	﹤0.01%	432
2021 Q2	$4K	Hold	17	–	–	﹤0.01%	441
2021 Q1	$4K	Hold	17	–	–	﹤0.01%	421
2020 Q4	$4K	Sell	17 -300	-95%	-$58.5K	﹤0.01%	334
2020 Q3	$52K	Buy	+317	New	+$44.8K	0.02%	201
2020 Q1	–	Sell	-300	Closed	-$19K	–	528
2019 Q4	$19K	Hold	300	–	–	0.01%	237
2019 Q3	$19K	Hold	300	–	–	0.01%	227
2019 Q2	$22K	Hold	300	–	–	0.01%	225
2019 Q1	$22K	Hold	300	–	–	0.01%	275
2018 Q4	$17K	Buy	+300	New	+$21.2K	0.01%	273

Other funds holding XYZ

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

BlackRock New York $5.7T 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Sands Capital Management

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return