BFC
XYZ

Bedel Financial Consulting’s Block Inc XYZ Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-274
Closed -$37K – 956
2022
Q1 		$37K Sell
274
-50
-15% -$6.05K 0.01% 448
2021
Q4 		$52K Sell
324
-25
-7% -$5.42K 0.02% 390
2021
Q3 		$84K Hold
349
– – 0.03% 306
2021
Q2 		$85K Buy
349
+93
+36% +$21.6K 0.03% 301
2021
Q1 		$58K Buy
256
+36
+16% +$8.42K 0.02% 345
2020
Q4 		$48K Hold
220
– – 0.02% 322
2020
Q3 		$36K Sell
220
-105
-32% -$14.8K 0.02% 348
2020
Q2 		$34K Sell
325
-5
-2% -$383 0.02% 331
2020
Q1 		$17K Buy
330
+230
+230% +$15.7K 0.01% 407
2019
Q4 		$6K Hold
100
– – ﹤0.01% 577
2019
Q3 		$6K Hold
100
– – ﹤0.01% 561
2019
Q2 		$7K Buy
+100
New +$6.99K ﹤0.01% 537
2018
Q3 		– Sell
-100
Closed -$6K – 727
2018
Q2 		$6K Hold
100
– – ﹤0.01% 537
2018
Q1 		$5K Buy
+100
New +$4.59K ﹤0.01% 554

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return