BA
XYZ

Bellwether Advisors’s Block Inc XYZ Stock Holding History

Bellwether Advisors’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
Q4 		– Sell
-13
Closed -$802 – 580
2022
Q3 		$0 Hold
13
– – ﹤0.01% 545
2022
Q2 		$0 Hold
13
– – ﹤0.01% 599
2022
Q1 		$1K Hold
13
– – ﹤0.01% 532
2021
Q4 		$2K Hold
13
– – ﹤0.01% 519
2021
Q3 		$3K Hold
13
– – ﹤0.01% 450
2021
Q2 		$3K Hold
13
– – ﹤0.01% 365
2021
Q1 		$2K Buy
+13
New +$3.04K ﹤0.01% 355

Other funds holding XYZ

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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