HR
XYZ

Howe & Rusling’s Block Inc XYZ Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-25
Closed -$1K – 1078
2022
Q3 		$1K Sell
25
-5
-17% -$354 ﹤0.01% 1027
2022
Q2 		$2K Buy
30
+5
+20% +$457 ﹤0.01% 908
2022
Q1 		$3K Sell
25
-420
-94% -$50.8K ﹤0.01% 819
2021
Q4 		$72K Buy
+445
New +$96.4K 0.01% 288
2020
Q4 		– Sell
-5
Closed -$1K – 1012
2020
Q3 		$1K Buy
+5
New +$706 ﹤0.01% 807
2020
Q2 		– Sell
-5
Closed – – 929
2020
Q1 		$0 Hold
5
– – ﹤0.01% 899
2019
Q4 		$0 Hold
5
– – ﹤0.01% 893
2019
Q3 		$0 Hold
5
– – ﹤0.01% 875
2019
Q2 		$0 Hold
5
– – ﹤0.01% 891
2019
Q1 		$0 Hold
5
– – ﹤0.01% 905
2018
Q4 		$0 Hold
5
– – ﹤0.01% 912
2018
Q3 		$0 Buy
+5
New +$386 ﹤0.01% 918
2018
Q1 		– Sell
-135
Closed -$5K – 1012
2017
Q4 		$5K Sell
135
-52
-28% -$1.9K ﹤0.01% 570
2017
Q3 		$5K Buy
+187
New +$4.89K ﹤0.01% 596

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return