HI
XYZ

Hudock Inc’s Block Inc XYZ Stock Holding History

Hudock Inc’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
-3,093
Closed -$170K – 785
2022
Q3 		$170K Buy
3,093
+420
+16% +$29.7K 0.06% 151
2022
Q2 		$164K Buy
2,673
+54
+2% +$4.93K 0.05% 157
2022
Q1 		$355K Buy
2,619
+1,003
+62% +$121K 0.1% 105
2021
Q4 		$261K Sell
1,616
-133
-8% -$28.8K 0.07% 131
2021
Q3 		$419K Sell
1,749
-40
-2% -$10.3K 0.13% 93
2021
Q2 		$436K Buy
1,789
+225
+14% +$52.2K 0.13% 91
2021
Q1 		$355K Buy
1,564
+71
+5% +$16.6K 0.11% 100
2020
Q4 		$324K Buy
1,493
+8
+0.5% +$1.56K 0.11% 101
2020
Q3 		$241K Sell
1,485
-35
-2% -$4.94K 0.09% 107
2020
Q2 		$159K Hold
1,520
– – 0.06% 134
2020
Q1 		$79K Buy
1,520
+200
+15% +$13.7K 0.03% 174
2019
Q4 		$84K Sell
1,320
-2,164
-62% -$138K 0.03% 195
2019
Q3 		$215K Sell
3,484
-81
-2% -$5.5K 0.08% 101
2019
Q2 		$258K Buy
3,565
+815
+30% +$56.9K 0.09% 89
2019
Q1 		$206K Buy
2,750
+231
+9% +$16.7K 0.07% 106
2018
Q4 		$140K Sell
2,519
-241
-9% -$17K 0.06% 121
2018
Q3 		$273K Buy
2,760
+150
+6% +$11.6K 0.11% 84
2018
Q2 		$160K Sell
2,610
-469
-15% -$25.8K 0.06% 117
2018
Q1 		$151K Sell
3,079
-565
-16% -$25.9K 0.06% 123
2017
Q4 		$126K Sell
3,644
-1,831
-33% -$67K 0.06% 137
2017
Q3 		$157K Buy
+5,475
New +$143K 0.07% 105

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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