FAAS
XYZ

First Allied Advisory Services’s Block Inc XYZ Stock Holding History

First Allied Advisory Services’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
2020
Q3 		$2.44M Sell
15,035
-4,325
-22% -$611K 0.08% 248
2020
Q2 		$2.03M Sell
19,360
-7,788
-29% -$596K 0.08% 268
2020
Q1 		$1.42M Buy
27,148
+5,454
+25% +$373K 0.06% 316
2019
Q4 		$1.37M Sell
21,694
-1,964
-8% -$126K 0.05% 385
2019
Q3 		$1.46M Buy
23,658
+3,008
+15% +$204K 0.05% 371
2019
Q2 		$1.5M Buy
20,650
+5,029
+32% +$351K 0.05% 366
2019
Q1 		$1.16M Sell
15,621
-3,431
-18% -$249K 0.04% 421
2018
Q4 		$1.07M Buy
19,052
+11,749
+161% +$830K 0.04% 404
2018
Q3 		$729K Sell
7,303
-353
-5% -$27.2K 0.03% 577
2018
Q2 		$467K Sell
7,656
-5,251
-41% -$289K 0.02% 702
2018
Q1 		$623K Sell
12,907
-19,047
-60% -$874K 0.02% 593
2017
Q4 		$1.09M Sell
31,954
-329
-1% -$12K 0.04% 424
2017
Q3 		$940K Buy
+32,283
New +$845K 0.04% 434

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return