JWM
XYZ

JGP Wealth Management’s Block Inc XYZ Stock Holding History

JGP Wealth 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
2026
Q2 		$241K Buy
+3,176
New +$223K 0.02% 212
2022
Q2 		– Sell
-2,897
Closed -$357K – 163
2022
Q1 		$357K Buy
2,897
+12
+0.4% +$1.45K 0.07% 123
2021
Q4 		$414K Buy
2,885
+1,983
+220% +$430K 0.08% 114
2021
Q3 		$216K Buy
902
+36
+4% +$9.25K 0.05% 147
2021
Q2 		$211K Buy
+866
New +$201K 0.05% 150
2021
Q1 		– Sell
-874
Closed -$208K – 152
2020
Q4 		$208K Buy
+874
New +$170K 0.05% 142

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return