BC
XYZ

Brookfield Corp’s Block Inc XYZ Stock Holding History

Brookfield Corp’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
Q3 		– Sell
-159,217
Closed -$10.6M – 548
2023
Q2 		$10.6M Buy
159,217
+109,889
+223% +$6.87M 0.04% 155
2023
Q1 		$3.39M Sell
49,328
-41,226
-46% -$3.09M 0.01% 360
2022
Q4 		$5.69M Sell
90,554
-66,851
-42% -$4.12M 0.02% 239
2022
Q3 		$8.66M Buy
157,405
+139,434
+776% +$9.87M 0.03% 184
2022
Q2 		$1.1M Buy
+17,971
New +$1.64M ﹤0.01% 493

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return