DAS
XYZ

Dynamic Advisor Solutions’s Block Inc XYZ Stock Holding History

Dynamic Advisor Solutions’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
2026
Q2 		$214K Buy
+2,819
New +$198K 0.01% 975
2025
Q4 		– Sell
-3,695
Closed -$267K – 1008
2025
Q3 		$267K Buy
3,695
+101
+3% +$7.56K 0.01% 807
2025
Q2 		$244K Buy
+3,594
New +$209K 0.01% 800
2024
Q4 		– Sell
-4,650
Closed -$312K – 958
2024
Q3 		$312K Sell
4,650
-1,209
-21% -$78.1K 0.01% 736
2024
Q2 		$378K Sell
5,859
-245
-4% -$17.1K 0.01% 697
2024
Q1 		$516K Sell
6,104
-224
-4% -$16.2K 0.02% 596
2023
Q4 		$424K Buy
6,328
+180
+3% +$10.2K 0.02% 615
2023
Q3 		$272K Buy
6,148
+2,146
+54% +$133K 0.01% 686
2023
Q2 		$266K Buy
4,002
+396
+11% +$24.7K 0.01% 658
2023
Q1 		$248K Sell
3,606
-1,055
-23% -$79K 0.01% 645
2022
Q4 		$293K Sell
4,661
-1,162
-20% -$71.7K 0.02% 558
2022
Q3 		$320K Sell
5,823
-141
-2% -$9.98K 0.02% 507
2022
Q2 		$367K Sell
5,964
-971
-14% -$88.7K 0.03% 480
2022
Q1 		$940K Sell
6,935
-6,804
-50% -$824K 0.07% 281
2021
Q4 		$2.22M Sell
13,739
-1,197
-8% -$259K 0.16% 151
2021
Q3 		$3.58M Buy
14,936
+5,489
+58% +$1.41M 0.27% 84
2021
Q2 		$2.3M Buy
9,447
+3,169
+50% +$735K 0.18% 133
2021
Q1 		$1.43M Sell
6,278
-4,610
-42% -$1.08M 0.13% 189
2020
Q4 		$2.37M Sell
10,888
-508
-4% -$99.1K 0.22% 118
2020
Q3 		$1.85M Buy
11,396
+1,399
+14% +$198K 0.21% 128
2020
Q2 		$1.05M Buy
9,997
+4,612
+86% +$353K 0.14% 174
2020
Q1 		$282K Buy
5,385
+750
+16% +$51.3K 0.05% 347
2019
Q4 		$290K Sell
4,635
-7
-0.2% -$447 0.04% 419
2019
Q3 		$288K Buy
4,642
+1,410
+44% +$95.8K 0.04% 385
2019
Q2 		$234K Buy
+3,232
New +$226K 0.04% 419
2019
Q1 		– Sell
-4,520
Closed -$352K – 456
2018
Q4 		$352K Buy
+4,520
New +$319K 0.07% 256

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return