EWG
XYZ

Executive Wealth Group’s Block Inc XYZ Stock Holding History

Executive Wealth Group’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
Q1 		$344K Buy
+4,500
New +$325K 0.07% 51
2022
Q2 		– Sell
-1,500
Closed -$203K – 48
2022
Q1 		$203K Hold
1,500
– – 0.13% 47
2021
Q4 		$242K Hold
1,500
– – 0.15% 46
2021
Q3 		$360K Hold
1,500
– – 0.22% 40
2021
Q2 		$366K Hold
1,500
– – 0.22% 38
2021
Q1 		$341K Hold
1,500
– – 0.21% 40
2020
Q4 		$326K Hold
1,500
– – 0.22% 37
2020
Q3 		$244K Buy
+1,500
New +$212K 0.19% 40

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return