FDW
XYZ

Fourth Dimension Wealth’s Block Inc XYZ Stock Holding History

Fourth Dimension Wealth’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
2026
Q1 		$4.81K Hold
80
– – ﹤0.01% 478
2025
Q4 		$5.21K Hold
80
– – ﹤0.01% 481
2025
Q3 		$5.78K Sell
80
-20
-20% -$1.5K ﹤0.01% 470
2025
Q2 		$6.79K Hold
100
– – ﹤0.01% 460
2025
Q1 		$5.43K Hold
100
– – ﹤0.01% 488
2024
Q4 		$8.5K Buy
+100
New +$8.2K ﹤0.01% 439

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return