GAA
XYZ

Green Alpha Advisors’s Block Inc XYZ Stock Holding History

Green Alpha 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
-5,591
Closed -$247K – 162
2023
Q3 		$247K Sell
5,591
-6,963
-55% -$431K 0.19% 134
2023
Q2 		$836K Buy
12,554
+910
+8% +$56.9K 0.55% 73
2023
Q1 		$799K Sell
11,644
-1,131
-9% -$84.7K 0.56% 69
2022
Q4 		$803K Buy
12,775
+338
+3% +$20.9K 0.67% 62
2022
Q3 		$684K Sell
12,437
-18,396
-60% -$1.3M 0.58% 80
2022
Q2 		$1.9M Buy
30,833
+23,577
+325% +$2.15M 0.44% 54
2022
Q1 		$984K Buy
7,256
+938
+15% +$114K 0.66% 63
2021
Q4 		$1.02M Buy
6,318
+191
+3% +$41.4K 0.69% 72
2021
Q3 		$1.47M Buy
6,127
+135
+2% +$34.7K 1.01% 32
2021
Q2 		$1.46M Sell
5,992
-2,060
-26% -$478K 0.99% 35
2021
Q1 		$1.83M Buy
8,052
+679
+9% +$159K 1.81% 11
2020
Q4 		$1.6M Buy
+7,373
New +$1.44M 1.94% 12

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return