AEPWM
XYZ

Atlantic Edge Private Wealth Management’s Block Inc XYZ Stock Holding History

Atlantic Edge Private Wealth Management’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
2026
Q1 		$3.01K Hold
50
– – ﹤0.01% 504
2025
Q4 		$3.25K Sell
50
-25
-33% -$1.73K ﹤0.01% 489
2025
Q3 		$5.42K Buy
75
+25
+50% +$1.87K ﹤0.01% 428
2025
Q2 		$3.4K Hold
50
– – ﹤0.01% 445
2025
Q1 		$2.72K Hold
50
– – ﹤0.01% 447
2024
Q4 		$4.25K Hold
50
– – ﹤0.01% 406
2024
Q3 		$3.36K Hold
50
– – ﹤0.01% 421
2024
Q2 		$3.23K Hold
50
– – ﹤0.01% 406
2024
Q1 		$4.23K Hold
50
– – ﹤0.01% 400
2023
Q4 		$3.87K Buy
+50
New +$2.83K ﹤0.01% 387

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return