GG
XYZ

Gleason Group’s Block Inc XYZ Stock Holding History

Gleason Group’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
2023
Q3 		– Sell
-86
Closed -$5.72K – 237
2023
Q2 		$5.72K Sell
86
-107
-55% -$6.68K ﹤0.01% 198
2023
Q1 		$13.2K Sell
193
-34
-15% -$2.54K ﹤0.01% 164
2022
Q4 		$14.3K Hold
227
– – ﹤0.01% 157
2022
Q3 		$12K Hold
227
– – ﹤0.01% 165
2022
Q2 		$14K Hold
227
– – ﹤0.01% 161
2022
Q1 		$31K Sell
227
-108
-32% -$13.1K 0.01% 135
2021
Q4 		$54K Sell
335
-20
-6% -$4.33K 0.02% 106
2021
Q3 		$85K Hold
355
– – 0.03% 91
2021
Q2 		$87K Hold
355
– – 0.03% 87
2021
Q1 		$81K Buy
355
+120
+51% +$28.1K 0.03% 86
2020
Q4 		$51K Hold
235
– – 0.02% 96
2020
Q3 		$38K Hold
235
– – 0.02% 98
2020
Q2 		$25K Sell
235
-165
-41% -$12.6K 0.02% 113
2020
Q1 		$21K Sell
400
-750
-65% -$51.3K 0.02% 115
2019
Q4 		$72K Buy
+1,150
New +$73.5K 0.04% 82

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return