CA
XYZ

Centerpoint Advisors’s Block Inc XYZ Stock Holding History

Centerpoint 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
Q1 		– Sell
-6
Closed -$1K – 479
2024
Q4 		$1K Buy
+6
New +$492 ﹤0.01% 445
2023
Q3 		– Sell
-50
Closed -$3K – 641
2023
Q2 		$3K Sell
50
-50
-50% -$3.12K ﹤0.01% 433
2023
Q1 		$7K Sell
100
-25
-20% -$1.87K ﹤0.01% 378
2022
Q4 		$8K Sell
125
-90
-42% -$5.55K ﹤0.01% 325
2022
Q3 		$12K Hold
215
– – 0.01% 212
2022
Q2 		$13K Sell
215
-350
-62% -$32K 0.01% 217
2022
Q1 		$77K Buy
565
+205
+57% +$24.8K 0.04% 125
2021
Q4 		$58K Sell
360
-700
-66% -$152K 0.03% 127
2021
Q3 		$254K Hold
1,060
– – 0.12% 71
2021
Q2 		$258K Buy
1,060
+25
+2% +$5.8K 0.12% 75
2021
Q1 		$235K Buy
1,035
+500
+93% +$117K 0.14% 51
2020
Q4 		$116K Buy
+535
New +$104K 0.08% 73

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM