EWM
XYZ

Evermay Wealth Management’s Block Inc XYZ Stock Holding History

Evermay 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
2024
Q4 		– Sell
-230
Closed -$15.4K – 615
2024
Q3 		$15.4K Hold
230
– – ﹤0.01% 414
2024
Q2 		$14.8K Hold
230
– – ﹤0.01% 420
2024
Q1 		$19.5K Hold
230
– – ﹤0.01% 417
2023
Q4 		$17.8K Hold
230
– – ﹤0.01% 398
2023
Q3 		$10.2K Sell
230
-181
-44% -$11.2K ﹤0.01% 425
2023
Q2 		$27.4K Buy
411
+60
+17% +$3.75K 0.01% 356
2023
Q1 		$24.1K Buy
351
+21
+6% +$1.57K ﹤0.01% 356
2022
Q4 		$20.7K Buy
330
+100
+43% +$6.17K ﹤0.01% 364
2022
Q3 		$13K Hold
230
– – ﹤0.01% 376
2022
Q2 		$14K Sell
230
-152
-40% -$13.9K ﹤0.01% 370
2022
Q1 		$52K Sell
382
-930
-71% -$113K 0.01% 300
2021
Q4 		$212K Buy
1,312
+1,045
+391% +$226K 0.04% 165
2021
Q3 		$64K Sell
267
-70
-21% -$18K 0.01% 245
2021
Q2 		$82K Buy
+337
New +$78.2K 0.02% 234

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return