MWM
XYZ

Mission Wealth Management’s Block Inc XYZ Stock Holding History

Mission 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
-3,038
Closed -$209K – 574
2023
Q1 		$209K Buy
+3,038
New +$227K 0.01% 502
2022
Q3 		– Sell
-3,350
Closed -$206K – 542
2022
Q2 		$206K Sell
3,350
-108
-3% -$9.87K 0.01% 473
2022
Q1 		$469K Sell
3,458
-195
-5% -$23.6K 0.02% 325
2021
Q4 		$590K Buy
3,653
+1,930
+112% +$418K 0.03% 278
2021
Q3 		$413K Buy
1,723
+675
+64% +$173K 0.02% 332
2021
Q2 		$255K Sell
1,048
-110
-9% -$25.5K 0.01% 426
2021
Q1 		$263K Sell
1,158
-267
-19% -$62.5K 0.02% 388
2020
Q4 		$310K Buy
+1,425
New +$278K 0.02% 335

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