KF
XYZ

Krilogy Financial’s Block Inc XYZ Stock Holding History

Krilogy Financial’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
Q1 		– Sell
-1,425
Closed -$230K – 332
2021
Q4 		$230K Sell
1,425
-236
-14% -$51.1K 0.02% 253
2021
Q3 		$398K Buy
1,661
+439
+36% +$113K 0.04% 199
2021
Q2 		$298K Buy
1,222
+165
+16% +$38.3K 0.03% 223
2021
Q1 		$240K Buy
1,057
+80
+8% +$18.7K 0.03% 241
2020
Q4 		$213K Sell
977
-373
-28% -$72.8K 0.03% 251
2020
Q3 		$219K Buy
+1,350
New +$191K 0.03% 221
2018
Q4 		– Sell
-400
Closed -$40K – 706
2018
Q3 		$40K Buy
+400
New +$30.9K 0.01% 346
2018
Q2 		– Sell
-530
Closed -$26K – 652
2018
Q1 		$26K Buy
530
+200
+61% +$9.18K 0.01% 415
2017
Q4 		$11K Hold
330
– – ﹤0.01% 512
2017
Q3 		$10K Hold
330
– – ﹤0.01% 585
2017
Q2 		$8K Hold
330
– – ﹤0.01% 560
2017
Q1 		$4K Hold
330
– – ﹤0.01% 605
2016
Q4 		$4K Hold
330
– – ﹤0.01% 605
2016
Q3 		$4K Sell
330
-1,810
-85% -$19.8K ﹤0.01% 625
2016
Q2 		$19K Sell
2,140
-16
-0.7% -$181 0.01% 453
2016
Q1 		$33K Hold
2,156
– – 0.01% 317
2015
Q4 		$28K Buy
+2,156
New +$26.6K 0.03% 180

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return