HS
XYZ

Horan Securities’s Block Inc XYZ Stock Holding History

Horan Securities’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
-23
Closed -$1.53K – 705
2023
Q2 		$1.53K Hold
23
– – ﹤0.01% 595
2023
Q1 		$1.58K Hold
23
– – ﹤0.01% 586
2022
Q4 		$1.45K Hold
23
– – ﹤0.01% 585
2022
Q3 		$1K Sell
23
-6
-21% -$425 ﹤0.01% 573
2022
Q2 		$2K Buy
+29
New +$2.65K ﹤0.01% 587
2021
Q2 		– Sell
-1
Closed – – 503
2021
Q1 		$0 Sell
1
-20
-95% -$4.68K ﹤0.01% 472
2020
Q4 		$5K Buy
+21
New +$4.1K ﹤0.01% 316

Other funds holding XYZ

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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
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