Kelly Financial Services’s Block Inc XYZ Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-50	Closed	-$3.23K	–	784
2024 Q2	$3.23K	Hold	50	–	–	﹤0.01%	544
2024 Q1	$4.23K	Hold	50	–	–	﹤0.01%	518
2023 Q4	$3.87K	Sell	50 -9	-15%	-$509	﹤0.01%	504
2023 Q3	$2.61K	Sell	59 -41	-41%	-$2.54K	﹤0.01%	526
2023 Q2	$6.66K	Hold	100	–	–	﹤0.01%	408
2023 Q1	$6.87K	Sell	100 -5	-5%	-$374	﹤0.01%	391
2022 Q4	$6.6K	Hold	105	–	–	﹤0.01%	369
2022 Q3	$5.77K	Hold	105	–	–	﹤0.01%	381
2022 Q2	$6.45K	Hold	105	–	–	﹤0.01%	369
2022 Q1	$14.2K	Sell	105 -25	-19%	-$3.03K	0.01%	303
2021 Q4	$21K	Buy	130 +20	+18%	+$4.33K	0.01%	264
2021 Q3	$26.4K	Sell	110 -21,832	-99%	-$5.61M	0.01%	227
2021 Q2	$90K	Buy	21,942 +21,852	+24,280%	+$5.07M	﹤0.01%	397
2021 Q1	$20.4K	Buy	90 +40	+80%	+$9.36K	0.01%	221
2020 Q4	$10.9K	Buy	+50	New	+$9.75K	0.01%	258
2019 Q2	–	Sell	-75	Closed	-$5.62K	–	518
2019 Q1	$5.62K	Buy	+75	New	+$5.43K	0.01%	280

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return