CCA
XYZ

Checchi Capital Advisers’s Block Inc XYZ Stock Holding History

Checchi Capital Advisers’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
Q2 		– Sell
-2,007
Closed -$272K – 619
2022
Q1 		$272K Buy
2,007
+284
+16% +$34.4K 0.03% 437
2021
Q4 		$278K Sell
1,723
-258
-13% -$55.9K 0.03% 413
2021
Q3 		$475K Sell
1,981
-542
-21% -$139K 0.06% 257
2021
Q2 		$615K Sell
2,523
-105
-4% -$24.4K 0.08% 216
2021
Q1 		$597K Buy
2,628
+118
+5% +$27.6K 0.08% 209
2020
Q4 		$546K Buy
2,510
+77
+3% +$15K 0.08% 221
2020
Q3 		$395K Sell
2,433
-798
-25% -$113K 0.07% 246
2020
Q2 		$339K Buy
+3,231
New +$247K 0.06% 272
2019
Q2 		– Sell
-2,879
Closed -$216K – 449
2019
Q1 		$216K Buy
+2,879
New +$209K 0.05% 366
2018
Q4 		– Sell
-2,865
Closed -$284K – 453
2018
Q3 		$284K Buy
+2,865
New +$221K 0.06% 330

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return