DWA
XYZ

Delos Wealth Advisors’s Block Inc XYZ Stock Holding History

Delos 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
2024
Q2 		– Sell
-10
Closed -$846 – 353
2024
Q1 		$846 Sell
10
-2
-17% -$145 ﹤0.01% 267
2023
Q4 		$929 Hold
12
– – ﹤0.01% 197
2023
Q3 		$692 Hold
12
– – ﹤0.01% 255
2023
Q2 		$799 Hold
12
– – ﹤0.01% 236
2023
Q1 		$824 Hold
12
– – ﹤0.01% 240
2022
Q4 		$754 Hold
12
– – ﹤0.01% 254
2022
Q3 		$1K Buy
12
+2
+20% +$142 ﹤0.01% 285
2022
Q2 		$1K Hold
10
– – ﹤0.01% 228
2022
Q1 		$1K Hold
10
– – ﹤0.01% 246
2021
Q4 		$2K Hold
10
– – ﹤0.01% 395
2021
Q3 		$2K Hold
10
– – ﹤0.01% 159
2021
Q2 		$2K Buy
+10
New +$2.32K ﹤0.01% 152

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return