FPA
XYZ

First Pacific Advisors’s Block Inc XYZ Stock Holding History

First Pacific 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
Q4 		– Sell
-790
Closed -$189K – 217
2021
Q3 		$189K Hold
790
– – ﹤0.01% 165
2021
Q2 		$193K Buy
790
+255
+48% +$59.1K ﹤0.01% 161
2021
Q1 		$121K Buy
535
+172
+47% +$40.2K ﹤0.01% 113
2020
Q4 		$79K Buy
+363
New +$70.8K ﹤0.01% 159

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BlackRock
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T. Rowe Price Associates
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Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return