M1FG
XYZ

Mach-1 Financial Group’s Block Inc XYZ Stock Holding History

Mach-1 Financial Group’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
-9,514
Closed -$736K – 234
2023
Q4 		$736K Buy
+9,514
New +$538K 0.28% 83
2023
Q2 		– Sell
-105
Closed -$4.33M – 370
2023
Q1 		$4.33M Buy
+105
New +$7.86K 0.03% 184
2022
Q4 		– Sell
-145
Closed -$7K – 495
2022
Q3 		$7K Hold
145
– – 0.01% 261
2022
Q2 		$8K Buy
145
+103
+245% +$9.41K 0.01% 273
2022
Q1 		$5K Hold
42
– – ﹤0.01% 153
2021
Q4 		$6K Buy
+42
New +$9.1K ﹤0.01% 152
2021
Q3 		– Sell
-42
Closed -$10K – 145
2021
Q2 		$10K Hold
42
– – 0.01% 86
2021
Q1 		$9K Sell
42
-5,383
-99% -$1.26M 0.01% 121
2020
Q4 		$1.18M Buy
+5,425
New +$1.06M 1.3% 22

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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