LWM
XYZ

Lyell Wealth Management’s Block Inc XYZ Stock Holding History

Lyell 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
2023
Q2 		– Sell
-3,731
Closed -$256K – 203
2023
Q1 		$256K Sell
3,731
-3,163
-46% -$237K 0.04% 178
2022
Q4 		$433K Sell
6,894
-11,658
-63% -$719K 0.07% 142
2022
Q3 		$1.02M Sell
18,552
-1,122
-6% -$79.4K 0.17% 100
2022
Q2 		$1.21M Sell
19,674
-1,506
-7% -$138K 0.2% 97
2022
Q1 		$2.87M Buy
21,180
+3,828
+22% +$463K 0.37% 81
2021
Q4 		$2.8M Sell
17,352
-8,960
-34% -$1.94M 0.32% 76
2021
Q3 		$6.31M Buy
26,312
+22,392
+571% +$5.75M 0.77% 49
2021
Q2 		$956K Buy
3,920
+50
+1% +$11.6K 0.12% 108
2021
Q1 		$879K Sell
3,870
-150
-4% -$35.1K 0.13% 101
2020
Q4 		$875K Sell
4,020
-67
-2% -$13.1K 0.14% 86
2020
Q3 		$664K Buy
4,087
+122
+3% +$17.2K 0.12% 86
2020
Q2 		$416K Sell
3,965
-535
-12% -$41K 0.09% 91
2020
Q1 		$236K Sell
4,500
-955
-18% -$65.3K 0.07% 110
2019
Q4 		$341K Sell
5,455
-25,074
-82% -$1.6M 0.09% 99
2019
Q3 		$1.89M Sell
30,529
-30,497
-50% -$2.07M 0.57% 55
2019
Q2 		$4.43M Buy
61,026
+11,052
+22% +$772K 1.33% 31
2019
Q1 		$3.74M Buy
+49,974
New +$3.62M 1.25% 33

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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