FWM
XYZ

Frontier Wealth Management’s Block Inc XYZ Stock Holding History

Frontier Wealth 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
2022
Q1 		– Sell
-6,435
Closed -$1.04M – 448
2021
Q4 		$1.04M Sell
6,435
-355
-5% -$76.9K 0.07% 186
2021
Q3 		$1.63M Sell
6,790
-30
-0.4% -$7.71K 0.11% 135
2021
Q2 		$1.66M Sell
6,820
-34
-0.5% -$7.89K 0.12% 133
2021
Q1 		$1.56M Sell
6,854
-76
-1% -$17.8K 0.12% 131
2020
Q4 		$1.51M Buy
6,930
+195
+3% +$38K 0.12% 134
2020
Q3 		$1.09M Buy
6,735
+97
+1% +$13.7K 0.1% 142
2020
Q2 		$697K Sell
6,638
-70
-1% -$5.36K 0.06% 177
2020
Q1 		$351K Buy
6,708
+620
+10% +$42.4K 0.06% 208
2019
Q4 		$381K Sell
6,088
-982
-14% -$62.8K 0.06% 209
2019
Q3 		$438K Buy
7,070
+1,795
+34% +$122K 0.06% 203
2019
Q2 		$383K Buy
5,275
+775
+17% +$54.1K 0.06% 219
2019
Q1 		$337K Hold
4,500
– – 0.05% 259
2018
Q4 		$252K Buy
4,500
+1,460
+48% +$103K 0.04% 295
2018
Q3 		$301K Buy
+3,040
New +$234K 0.03% 306

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return