CCA
XYZ

Column Capital Advisors’s Block Inc XYZ Stock Holding History

Column Capital 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
2023
Q3 		$237K Hold
5,357
– – 0.03% 132
2023
Q2 		$357K Hold
5,357
– – 0.05% 96
2023
Q1 		$368K Hold
5,357
– – 0.05% 91
2022
Q4 		$337K Buy
5,357
+238
+5% +$14.7K 0.06% 85
2022
Q3 		$281K Buy
5,119
+262
+5% +$18.6K 0.06% 88
2022
Q2 		$299K Hold
4,857
– – 0.06% 82
2022
Q1 		$659K Buy
4,857
+891
+22% +$108K 0.12% 60
2021
Q4 		$641K Buy
3,966
+408
+11% +$88.4K 0.12% 61
2021
Q3 		$853K Sell
3,558
-85
-2% -$21.8K 0.18% 54
2021
Q2 		$888K Sell
3,643
-430
-11% -$99.7K 0.19% 53
2021
Q1 		$925K Sell
4,073
-359
-8% -$84K 0.21% 50
2020
Q4 		$965K Sell
4,432
-78
-2% -$15.2K 0.24% 47
2020
Q3 		$733K Buy
4,510
+1,212
+37% +$171K 0.22% 42
2020
Q2 		$346K Buy
3,298
+642
+24% +$49.1K 0.12% 59
2020
Q1 		$139K Buy
+2,656
New +$182K 0.06% 92

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