GPFA
XYZ

Game Plan Financial Advisors’s Block Inc XYZ Stock Holding History

Game Plan Financial 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
2026
Q1 		– Sell
-25
Closed -$1.63K – 382
2025
Q4 		$1.63K Sell
25
-125
-83% -$8.62K ﹤0.01% 273
2025
Q3 		$10.8K Buy
150
+130
+650% +$9.73K ﹤0.01% 213
2025
Q2 		$1.36K Sell
20
-75
-79% -$4.36K ﹤0.01% 291
2025
Q1 		$5.16K Buy
+95
New +$7.09K ﹤0.01% 251
2024
Q4 		– Sell
-50
Closed -$3.36K – 408
2024
Q3 		$3.36K Hold
50
– – ﹤0.01% 290
2024
Q2 		$3.22K Buy
+50
New +$3.5K ﹤0.01% 287

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