Meridian Wealth Management’s Block Inc XYZ Stock Holding History

Meridian 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
2022 Q1	–	Sell	-4,802	Closed	-$776K	–	433
2021 Q4	$776K	Sell	4,802 -654	-12%	-$142K	0.08%	192
2021 Q3	$1.31M	Sell	5,456 -640	-10%	-$164K	0.16%	123
2021 Q2	$1.49M	Buy	6,096 +1,126	+23%	+$261K	0.19%	107
2021 Q1	$1.13M	Buy	4,970 +2,990	+151%	+$699K	0.16%	123
2020 Q4	$430K	Sell	1,980 -406	-17%	-$79.2K	0.07%	210
2020 Q3	$387K	Buy	2,386 +170	+8%	+$24K	0.09%	159
2020 Q2	$232K	Buy	+2,216	New	+$170K	0.08%	193
2020 Q1	–	Sell	-45,179	Closed	-$2.83M	–	255
2019 Q4	$2.83M	Buy	45,179 +29,230	+183%	+$1.87M	1.36%	16
2019 Q3	$988K	Buy	15,949 +11,802	+285%	+$802K	0.47%	37
2019 Q2	$3.01K	Sell	4,147 -530	-11%	-$37K	0.12%	146
2019 Q1	$351K	Buy	4,677 +199	+4%	+$14.4K	0.16%	120
2018 Q4	$251K	Sell	4,478 -32,799	-88%	-$2.32M	0.15%	135
2018 Q3	$3.69M	Buy	+37,277	New	+$2.88M	1.59%	19

Other funds holding XYZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return