BWM
XYZ

BerganKDV Wealth Management’s Block Inc XYZ Stock Holding History

BerganKDV 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
2023
Q2 		$7.72K Sell
116
-47
-29% -$2.94K ﹤0.01% 573
2023
Q1 		$11.2K Hold
163
– – ﹤0.01% 585
2022
Q4 		$10.2K Sell
163
-13
-7% -$802 ﹤0.01% 572
2022
Q3 		$10K Sell
176
-16
-8% -$1.13K ﹤0.01% 580
2022
Q2 		$12K Sell
192
-16
-8% -$1.46K ﹤0.01% 569
2022
Q1 		$28K Buy
208
+29
+16% +$3.51K ﹤0.01% 475
2021
Q4 		$29K Hold
179
– – ﹤0.01% 492
2021
Q3 		$43K Hold
179
– – ﹤0.01% 424
2021
Q2 		$44K Hold
179
– – 0.01% 409
2021
Q1 		$41K Sell
179
-190
-51% -$44.4K 0.01% 395
2020
Q4 		$80K Buy
369
+307
+495% +$59.9K 0.01% 301
2020
Q3 		$10K Hold
62
– – ﹤0.01% 509
2020
Q2 		$7K Buy
62
+6
+11% +$459 ﹤0.01% 599
2020
Q1 		$3K Buy
56
+8
+17% +$547 ﹤0.01% 701
2019
Q4 		$3K Buy
+48
New +$3.07K ﹤0.01% 730

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return