FA
XYZ

FDx Advisors’s Block Inc XYZ Stock Holding History

FDx 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
2024
Q1 		– Sell
-16,001
Closed -$1.24M – 673
2023
Q4 		$1.24M Buy
16,001
+3,978
+33% +$225K 0.1% 211
2023
Q3 		$532K Sell
12,023
-12,623
-51% -$782K 0.04% 330
2023
Q2 		$1.64M Buy
24,646
+8,540
+53% +$534K 0.09% 215
2023
Q1 		$1.01M Hold
16,106
– – 0.04% 292
2022
Q4 		$1.01M Buy
16,106
+213
+1% +$13.1K 0.04% 292
2022
Q3 		$874K Sell
15,893
-2,793
-15% -$198K 0.04% 298
2022
Q2 		$1.15M Buy
18,686
+2,933
+19% +$268K 0.04% 294
2022
Q1 		$2.14M Buy
15,753
+5,343
+51% +$647K 0.07% 203
2021
Q4 		$1.68M Sell
10,410
-108
-1% -$23.4K 0.05% 259
2021
Q3 		$2.52M Buy
10,518
+670
+7% +$172K 0.08% 177
2021
Q2 		$2.4M Sell
9,848
-850
-8% -$197K 0.08% 177
2021
Q1 		$2.43M Buy
10,698
+140
+1% +$32.7K 0.09% 154
2020
Q4 		$2.3M Buy
10,558
+1,186
+13% +$231K 0.09% 154
2020
Q3 		$1.52M Buy
9,372
+3,762
+67% +$531K 0.07% 179
2020
Q2 		$589K Buy
+5,610
New +$429K 0.03% 310
2018
Q4 		– Sell
-2,669
Closed -$264K – 850
2018
Q3 		$264K Sell
2,669
-637
-19% -$49.1K 0.01% 746
2018
Q2 		$204K Buy
+3,306
New +$182K 0.01% 846

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
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