BTS
XYZ

BB&T Securities’s Block Inc XYZ Stock Holding History

BB&T Securities’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
2019
Q3 		$822K Sell
13,276
-4,001
-23% -$272K 0.01% 880
2019
Q2 		$1.25M Sell
17,277
-2,238
-11% -$156K 0.01% 732
2019
Q1 		$1.46M Buy
19,515
+955
+5% +$69.2K 0.01% 674
2018
Q4 		$1.04M Sell
18,560
-17,065
-48% -$1.21M 0.01% 732
2018
Q3 		$3.53M Buy
35,625
+15,297
+75% +$1.18M 0.03% 470
2018
Q2 		$1.25M Buy
20,328
+11,580
+132% +$637K 0.01% 730
2018
Q1 		$430K Sell
8,748
-2,154
-20% -$98.9K ﹤0.01% 1083
2017
Q4 		$377K Buy
10,902
+1,550
+17% +$56.8K ﹤0.01% 1094
2017
Q3 		$269K Buy
+9,352
New +$245K ﹤0.01% 1200

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return