DSC
XYZ

Duncker Streett & Co’s Block Inc XYZ Stock Holding History

Duncker Streett & Co’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 		– Sell
-20
Closed -$1.33K – 515
2023
Q2 		$1.33K Hold
20
– – ﹤0.01% 468
2023
Q1 		$1.37K Hold
20
– – ﹤0.01% 452
2022
Q4 		$1.26K Hold
20
– – ﹤0.01% 476
2022
Q3 		$1K Hold
20
– – ﹤0.01% 466
2022
Q2 		$1K Hold
20
– – ﹤0.01% 479
2022
Q1 		$3K Hold
20
– – ﹤0.01% 446
2021
Q4 		$3K Hold
20
– – ﹤0.01% 476
2021
Q3 		$5K Sell
20
-200
-91% -$51.4K ﹤0.01% 468
2021
Q2 		$54K Hold
220
– – 0.01% 333
2021
Q1 		$50K Buy
220
+18
+9% +$4.21K 0.01% 341
2020
Q4 		$44K Buy
202
+2
+1% +$390 0.01% 349
2020
Q3 		$33K Hold
200
– – 0.01% 352
2020
Q2 		$21K Hold
200
– – 0.01% 386
2020
Q1 		$10K Sell
200
-100
-33% -$6.84K ﹤0.01% 441
2019
Q4 		$19K Buy
+300
New +$19.2K ﹤0.01% 430
2019
Q3 		– Sell
-200
Closed -$15K – 527
2019
Q2 		$15K Hold
200
– – ﹤0.01% 466
2019
Q1 		$15K Buy
+200
New +$14.5K ﹤0.01% 476

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
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