KFP
XYZ

KMG Fiduciary Partners’s Block Inc XYZ Stock Holding History

KMG Fiduciary Partners’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
-23,569
Closed -$1.3M – 238
2022
Q3 		$1.3M Buy
23,569
+2,006
+9% +$142K 0.25% 95
2022
Q2 		$1.32M Buy
21,563
+5,216
+32% +$477K 0.25% 91
2022
Q1 		$2.22M Sell
16,347
-1,798
-10% -$218K 0.35% 74
2021
Q4 		$2.93M Buy
18,145
+11,223
+162% +$2.43M 0.45% 60
2021
Q3 		$1.66M Buy
6,922
+3,870
+127% +$994K 0.28% 83
2021
Q2 		$744K Sell
3,052
-219
-7% -$50.8K 0.13% 115
2021
Q1 		$743K Sell
3,271
-4,369
-57% -$1.02M 0.14% 109
2020
Q4 		$1.75M Sell
7,640
-235
-3% -$45.8K 0.37% 60
2020
Q3 		$1.28M Sell
7,875
-9,425
-54% -$1.33M 0.32% 71
2020
Q2 		$1.81M Buy
17,300
+1,154
+7% +$88.3K 0.5% 52
2020
Q1 		$846K Buy
16,146
+2,200
+16% +$150K 0.27% 74
2019
Q4 		$872K Buy
+13,946
New +$891K 0.27% 67

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