EWM
XYZ

Edge Wealth Management’s Block Inc XYZ Stock Holding History

Edge Wealth Management’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
Q1 		– Sell
-22
Closed -$4K – 474
2021
Q4 		$4K Buy
22
+11
+100% +$2.38K ﹤0.01% 368
2021
Q3 		$3K Sell
11
-350
-97% -$89.9K ﹤0.01% 413
2021
Q2 		$88K Hold
361
– – 0.02% 146
2021
Q1 		$82K Buy
361
+111
+44% +$26K 0.02% 152
2020
Q4 		$54K Hold
250
– – 0.01% 175
2020
Q3 		$41K Sell
250
-270
-52% -$38.1K 0.01% 214
2020
Q2 		$55K Buy
+520
New +$39.8K 0.01% 264
2018
Q4 		– Sell
-600
Closed -$59K – 635
2018
Q3 		$59K Buy
+600
New +$46.3K 0.01% 239

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 $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return