MHS
XYZ

M Holdings Securities’s Block Inc XYZ Stock Holding History

M Holdings Securities’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
-4,718
Closed -$640K – 520
2022
Q1 		$640K Buy
+4,718
New +$571K 0.05% 252
2021
Q2 		– Sell
-4,743
Closed -$1.08M – 498
2021
Q1 		$1.08M Buy
+4,743
New +$1.11M 0.1% 186
2020
Q2 		– Sell
-11,400
Closed -$597K – 242
2020
Q1 		$597K Buy
+11,400
New +$780K 0.09% 176
2019
Q2 		– Sell
-4,517
Closed -$338K – 363
2019
Q1 		$338K Buy
4,517
+946
+26% +$68.6K 0.08% 260
2018
Q4 		$200K Buy
3,571
+762
+27% +$53.8K 0.06% 309
2018
Q3 		$278K Buy
+2,809
New +$217K 0.07% 278
2018
Q1 		– Sell
-7,025
Closed -$244K – 342
2017
Q4 		$244K Sell
7,025
-5,575
-44% -$204K 0.07% 273
2017
Q3 		$363K Buy
+12,600
New +$330K 0.11% 210

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