BFO
XYZ

Boston Family Office’s Block Inc XYZ Stock Holding History

Boston Family Office’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
-4,373
Closed -$240K – 273
2022
Q3 		$240K Sell
4,373
-1,315
-23% -$93.1K 0.02% 245
2022
Q2 		$350K Sell
5,688
-2,420
-30% -$221K 0.03% 220
2022
Q1 		$1.1M Hold
8,108
– – 0.08% 151
2021
Q4 		$1.31M Sell
8,108
-227
-3% -$49.2K 0.09% 143
2021
Q3 		$2M Buy
8,335
+830
+11% +$213K 0.14% 113
2021
Q2 		$1.83M Hold
7,505
– – 0.13% 126
2021
Q1 		$1.74M Sell
7,505
-230
-3% -$53.8K 0.13% 125
2020
Q4 		$1.68M Buy
7,735
+520
+7% +$101K 0.13% 123
2020
Q3 		$1.17M Sell
7,215
-210
-3% -$29.7K 0.11% 133
2020
Q2 		$779K Sell
7,425
-100
-1% -$7.66K 0.08% 153
2020
Q1 		$394K Hold
7,525
– – 0.05% 183
2019
Q4 		$471K Sell
7,525
-600
-7% -$38.3K 0.04% 192
2019
Q3 		$503K Hold
8,125
– – 0.05% 189
2019
Q2 		$589K Hold
8,125
– – 0.06% 179
2019
Q1 		$609K Buy
8,125
+850
+12% +$61.6K 0.07% 173
2018
Q4 		$408K Buy
7,275
+100
+1% +$7.06K 0.05% 198
2018
Q3 		$710K Buy
7,175
+1,650
+30% +$127K 0.07% 167
2018
Q2 		$341K Buy
+5,525
New +$304K 0.04% 223

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
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