EWA
XYZ

EverSource Wealth Advisors’s Block Inc XYZ Stock Holding History

EverSource 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
2026
Q1 		$50.7K Buy
843
+136
+19% +$8.27K ﹤0.01% 1868
2025
Q4 		$46K Buy
707
+179
+34% +$12.3K ﹤0.01% 1796
2025
Q3 		$38.2K Buy
528
+196
+59% +$14.7K ﹤0.01% 1906
2025
Q2 		$22.6K Sell
332
-132
-28% -$7.68K ﹤0.01% 2203
2025
Q1 		$25.2K Sell
464
-56
-11% -$4.18K ﹤0.01% 1570
2024
Q4 		$44.2K Buy
520
+98
+23% +$8.04K ﹤0.01% 1247
2024
Q3 		$28.3K Sell
422
-139
-25% -$8.98K ﹤0.01% 1312
2024
Q2 		$34.7K Sell
561
-486
-46% -$34K ﹤0.01% 1265
2024
Q1 		$76.4K Sell
1,047
-123
-11% -$8.9K 0.01% 814
2023
Q4 		$90.5K Sell
1,170
-519
-31% -$29.3K 0.01% 674
2023
Q3 		$74.7K Buy
1,689
+25
+2% +$1.55K 0.01% 671
2023
Q2 		$111K Sell
1,664
-98
-6% -$6.12K 0.01% 545
2023
Q1 		$121K Sell
1,762
-406
-19% -$30.4K 0.02% 485
2022
Q4 		$136K Buy
2,168
+1,631
+304% +$101K 0.02% 430
2022
Q3 		$29K Sell
537
-396
-42% -$28K 0.01% 787
2022
Q2 		$58K Buy
933
+888
+1,973% +$81.1K 0.02% 581
2022
Q1 		$6K Buy
+45
New +$5.45K ﹤0.01% 1209

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return