LWM
XYZ

Liberty Wealth Management’s Block Inc XYZ Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-220
Closed -$52K – 1147
2021
Q3 		$52K Buy
220
+210
+2,100% +$53.9K 0.02% 419
2021
Q2 		$2K Sell
10
-43
-81% -$9.97K ﹤0.01% 954
2021
Q1 		$11K Hold
53
– – 0.01% 583
2020
Q4 		$11K Buy
53
+2
+4% +$390 0.01% 578
2020
Q3 		$8K Hold
51
– – ﹤0.01% 563
2020
Q2 		$5K Hold
51
– – ﹤0.01% 630
2020
Q1 		$3K Hold
51
– – ﹤0.01% 706
2019
Q4 		$3K Hold
51
– – ﹤0.01% 749
2019
Q3 		$3K Sell
51
-130
-72% -$8.83K ﹤0.01% 715
2019
Q2 		$13K Hold
181
– – 0.01% 479
2019
Q1 		$13K Hold
181
– – 0.01% 401
2018
Q4 		$10K Buy
+181
New +$12.8K 0.01% 435

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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