GAM
XYZ

Grandview Asset Management’s Block Inc XYZ Stock Holding History

Grandview Asset 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
2023
Q2 		– Sell
-3,236
Closed -$222K – 120
2023
Q1 		$222K Sell
3,236
-522
-14% -$39.1K 0.13% 108
2022
Q4 		$236K Sell
3,758
-489
-12% -$30.2K 0.15% 111
2022
Q3 		$234K Sell
4,247
-437
-9% -$30.9K 0.15% 108
2022
Q2 		$288K Buy
4,684
+200
+4% +$18.3K 0.16% 100
2022
Q1 		$608K Sell
4,484
-5
-0.1% -$605 0.26% 71
2021
Q4 		$725K Buy
+4,489
New +$973K 0.29% 72
2021
Q3 		– Sell
-2,996
Closed -$730K – 115
2021
Q2 		$730K Buy
2,996
+140
+5% +$32.5K 0.4% 58
2021
Q1 		$648K Buy
2,856
+55
+2% +$12.9K 0.35% 70
2020
Q4 		$610K Buy
2,801
+166
+6% +$32.4K 0.4% 62
2020
Q3 		$428K Buy
+2,635
New +$372K 0.35% 68
2020
Q1 		– Sell
-20,425
Closed -$1.3M – 84
2019
Q4 		$1.3M Sell
20,425
-2,235
-10% -$143K 1.24% 22
2019
Q3 		$1.4M Sell
22,660
-1,045
-4% -$71K 1.27% 22
2019
Q2 		$1.72M Sell
23,705
-3,415
-13% -$239K 1.59% 17
2019
Q1 		$2.03M Buy
27,120
+560
+2% +$40.6K 1.87% 14
2018
Q4 		$1.49M Buy
+26,560
New +$1.88M 1.58% 22

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return