MSFP
XYZ

Mark Sheptoff Financial Planning’s Block Inc XYZ Stock Holding History

Mark Sheptoff Financial Planning’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
-200
Closed -$27K – 439
2022
Q1 		$27K Sell
200
-235
-54% -$28.5K 0.01% 225
2021
Q4 		$70K Hold
435
– – 0.03% 156
2021
Q3 		$104K Hold
435
– – 0.06% 139
2021
Q2 		$106K Buy
435
+235
+118% +$54.5K 0.06% 136
2021
Q1 		$45K Hold
200
– – 0.03% 172
2020
Q4 		$44K Hold
200
– – 0.03% 170
2020
Q3 		$33K Buy
+200
New +$28.2K 0.02% 166

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