FAM
XYZ

Formidable Asset Management’s Block Inc XYZ Stock Holding History

Formidable Asset Management’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
-831
Closed -$203K – 387
2021
Q2 		$203K Buy
+831
New +$193K 0.04% 287
2021
Q1 		– Sell
-1,727
Closed -$378K – 317
2020
Q4 		$378K Sell
1,727
-75
-4% -$14.6K 0.09% 180
2020
Q3 		$298K Sell
1,802
-3,742
-67% -$528K 0.09% 179
2020
Q2 		$660K Buy
+5,544
New +$424K 0.19% 103
2019
Q3 		– Sell
-4,000
Closed -$311K – 237
2019
Q2 		$311K Buy
+4,000
New +$279K 0.11% 154

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