BHWM
XYZ

Bay Harbor Wealth Management’s Block Inc XYZ Stock Holding History

Bay Harbor 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 		$3.49K Buy
58
+25
+76% +$1.52K ﹤0.01% 420
2025
Q4 		$2.15K Buy
33
+2
+6% +$138 ﹤0.01% 465
2025
Q3 		$2.24K Buy
31
+8
+35% +$599 ﹤0.01% 351
2025
Q2 		$1.56K Buy
23
+16
+229% +$931 ﹤0.01% 361
2025
Q1 		$380 Buy
+7
New +$523 ﹤0.01% 495
2021
Q1 		– Sell
-27
Closed -$6K – 446
2020
Q4 		$6K Sell
27
-2
-7% -$390 ﹤0.01% 276
2020
Q3 		$5K Buy
29
+22
+314% +$3.11K ﹤0.01% 265
2020
Q2 		$1K Sell
7
-5
-42% -$383 ﹤0.01% 337
2020
Q1 		$1K Sell
12
-5
-29% -$342 ﹤0.01% 330
2019
Q4 		$1K Buy
17
+5
+42% +$320 ﹤0.01% 331
2019
Q3 		$1K Hold
12
– – ﹤0.01% 350
2019
Q2 		$1K Hold
12
– – ﹤0.01% 345
2019
Q1 		$1K Hold
12
– – ﹤0.01% 381
2018
Q4 		$1K Buy
+12
New +$847 ﹤0.01% 375

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