Financial Engines Advisors
XYZ

Financial Engines Advisors’s Block Inc XYZ Stock Holding History

Financial Engines 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
2021
Q3 		– Sell
-15,323
Closed -$3.74M – 288
2021
Q2 		$3.74M Sell
15,323
-48
-0.3% -$11.1K 0.01% 65
2021
Q1 		$3.49M Sell
15,371
-4,983
-24% -$1.17M 0.01% 78
2020
Q4 		$4.43M Sell
20,354
-98
-0.5% -$19.1K 0.02% 73
2020
Q3 		$3.32M Sell
20,452
-497
-2% -$70.2K 0.01% 77
2020
Q2 		$2.2M Buy
+20,949
New +$1.6M 0.01% 77

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return