LF
XYZ

Lee Financial’s Block Inc XYZ Stock Holding History

Lee 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
2024
Q1 		– Sell
-4
Closed -$310 – 851
2023
Q4 		$310 Sell
4
-24
-86% -$1.36K ﹤0.01% 835
2023
Q3 		$1.24K Hold
28
– – ﹤0.01% 759
2023
Q2 		$1.86K Hold
28
– – ﹤0.01% 673
2023
Q1 		$1.92K Sell
28
-2
-7% -$150 ﹤0.01% 680
2022
Q4 		$1.89K Hold
30
– – ﹤0.01% 708
2022
Q3 		$2K Buy
30
+6
+25% +$425 ﹤0.01% 723
2022
Q2 		$1K Buy
24
+2
+9% +$183 ﹤0.01% 832
2022
Q1 		$3K Buy
+22
New +$2.66K ﹤0.01% 604
2021
Q4 		– Sell
-20
Closed -$5K – 967
2021
Q3 		$5K Hold
20
– – ﹤0.01% 503
2021
Q2 		$5K Buy
+20
New +$4.64K ﹤0.01% 474
2018
Q3 		– Sell
-33
Closed -$2K – 748
2018
Q2 		$2K Sell
33
-45
-58% -$2.48K ﹤0.01% 740
2018
Q1 		$4K Buy
+78
New +$3.58K ﹤0.01% 654

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return