Good Life Advisors’s Block Inc XYZ Stock Holding History

Good Life 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
2023 Q4	–	Sell	-7,576	Closed	-$335K	–	454
2023 Q3	$335K	Buy	7,576 +2,046	+37%	+$127K	0.04%	285
2023 Q2	$368K	Sell	5,530 -455	-8%	-$28.4K	0.04%	274
2023 Q1	$411K	Buy	+5,985	New	+$448K	0.05%	240
2022 Q2	–	Sell	-1,967	Closed	-$267K	–	410
2022 Q1	$267K	Buy	+1,967	New	+$238K	0.03%	310
2021 Q4	–	Sell	-1,199	Closed	-$288K	–	410
2021 Q3	$288K	Sell	1,199 -64	-5%	-$16.4K	0.04%	276
2021 Q2	$308K	Buy	1,263 +195	+18%	+$45.2K	0.06%	224
2021 Q1	$243K	Sell	1,068 -96	-8%	-$22.5K	0.05%	253
2020 Q4	$251K	Buy	+1,164	New	+$227K	0.06%	212
2020 Q1	–	Sell	-4,991	Closed	-$315K	–	282
2019 Q4	$315K	Sell	4,991 -375	-7%	-$24K	0.09%	182
2019 Q3	$336K	Sell	5,366 -21	-0.4%	-$1.43K	0.1%	157
2019 Q2	$396K	Buy	5,387 +900	+20%	+$62.9K	0.11%	135
2019 Q1	$343K	Buy	+4,487	New	+$325K	0.1%	152
2018 Q4	–	Sell	-2,043	Closed	-$203K	–	269
2018 Q3	$203K	Buy	+2,043	New	+$158K	0.06%	237

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return