CAC
XYZ

Certified Advisory Corp’s Block Inc XYZ Stock Holding History

Certified Advisory 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
2021
Q2 		– Sell
-607
Closed -$138K – 763
2021
Q1 		$138K Buy
+607
New +$142K 0.04% 220
2020
Q2 		$77K Buy
732
+150
+26% +$11.5K 0.03% 248
2020
Q1 		$30K Buy
582
+200
+52% +$13.7K 0.01% 351
2019
Q4 		$24K Hold
382
– – 0.01% 449
2019
Q3 		$24K Hold
382
– – 0.01% 455
2019
Q2 		$28K Hold
382
– – 0.01% 424
2019
Q1 		$29K Hold
382
– – 0.01% 383
2018
Q4 		$21K Hold
382
– – 0.01% 426
2018
Q3 		$38K Hold
382
– – 0.02% 328
2018
Q2 		$24K Hold
382
– – 0.01% 396
2018
Q1 		$18K Hold
382
– – 0.01% 434
2017
Q4 		$13K Buy
+382
New +$14K 0.01% 440

Other funds holding XYZ

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return