LSA
XYZ

L & S Advisors’s Block Inc XYZ Stock Holding History

L & S Advisors’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
Q2 		– Sell
-4,257
Closed -$577K – 306
2022
Q1 		$577K Sell
4,257
-9,948
-70% -$1.2M 0.07% 196
2021
Q4 		$2.29M Sell
14,205
-1,498
-10% -$325K 0.25% 124
2021
Q3 		$3.77M Sell
15,703
-45
-0.3% -$11.6K 0.41% 78
2021
Q2 		$3.84M Sell
15,748
-439
-3% -$102K 0.41% 75
2021
Q1 		$3.67M Sell
16,187
-656
-4% -$153K 0.42% 74
2020
Q4 		$3.67M Buy
16,843
+2,100
+14% +$410K 0.42% 72
2020
Q3 		$2.4M Sell
14,743
-2,237
-13% -$316K 0.33% 104
2020
Q2 		$1.78M Sell
16,980
-2,320
-12% -$178K 0.27% 100
2020
Q1 		$1.01M Buy
19,300
+1,299
+7% +$88.8K 0.19% 117
2019
Q4 		$1.13M Sell
18,001
-8,080
-31% -$516K 0.14% 138
2019
Q3 		$1.62M Buy
26,081
+4,815
+23% +$327K 0.23% 121
2019
Q2 		$1.54M Buy
21,266
+1,604
+8% +$112K 0.2% 127
2019
Q1 		$1.47M Buy
19,662
+12,083
+159% +$876K 0.2% 114
2018
Q4 		$425K Buy
+7,579
New +$535K 0.08% 206

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return