CWA
XYZ

Carolina Wealth Advisors’s Block Inc XYZ Stock Holding History

Carolina Wealth 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
2025
Q3 		– Sell
-36
Closed -$2.44K – 307
2025
Q2 		$2.44K Hold
36
– – ﹤0.01% 216
2025
Q1 		$1.96K Hold
36
– – ﹤0.01% 229
2024
Q4 		$3.06K Hold
36
– – ﹤0.01% 227
2024
Q3 		$2.42K Buy
+36
New +$2.33K ﹤0.01% 272
2022
Q4 		– Sell
-21
Closed -$1K – 268
2022
Q3 		$1K Hold
21
– – ﹤0.01% 238
2022
Q2 		$1K Hold
21
– – ﹤0.01% 261
2022
Q1 		$3K Hold
21
– – ﹤0.01% 243
2021
Q4 		$3K Hold
21
– – ﹤0.01% 245
2021
Q3 		$5K Hold
21
– – ﹤0.01% 214
2021
Q2 		$5K Hold
21
– – ﹤0.01% 228
2021
Q1 		$5K Hold
21
– – ﹤0.01% 251
2020
Q4 		$5K Hold
21
– – ﹤0.01% 182
2020
Q3 		$3K Hold
21
– – ﹤0.01% 188
2020
Q2 		$2K Hold
21
– – ﹤0.01% 160
2020
Q1 		$1K Hold
21
– – ﹤0.01% 166
2019
Q4 		$1K Buy
+21
New +$1.34K ﹤0.01% 178

Other funds holding XYZ

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return