MFT
XYZ

Moisand Fitzgerald Tamayo’s Block Inc XYZ Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-8
Closed -$538 – 638
2024
Q3 		$538 Hold
8
– – ﹤0.01% 587
2024
Q2 		$516 Hold
8
– – ﹤0.01% 557
2024
Q1 		$677 Buy
8
+2
+33% +$145 ﹤0.01% 530
2023
Q4 		$465 Sell
6
-3
-33% -$170 ﹤0.01% 605
2023
Q3 		$399 Hold
9
– – ﹤0.01% 721
2023
Q2 		$600 Hold
9
– – ﹤0.01% 703
2023
Q1 		$618 Hold
9
– – ﹤0.01% 743
2022
Q4 		$566 Hold
9
– – ﹤0.01% 732
2022
Q3 		$0 Hold
9
– – ﹤0.01% 906
2022
Q2 		$1K Buy
+9
New +$822 ﹤0.01% 579
2022
Q1 		– Sell
-9
Closed -$1K – 676
2021
Q4 		$1K Sell
9
-4
-31% -$867 ﹤0.01% 375
2021
Q3 		$3K Hold
13
– – ﹤0.01% 324
2021
Q2 		$3K Hold
13
– – ﹤0.01% 352
2021
Q1 		$3K Buy
13
+3
+30% +$702 ﹤0.01% 295
2020
Q4 		$2K Hold
10
– – ﹤0.01% 313
2020
Q3 		$2K Buy
10
+5
+100% +$706 ﹤0.01% 294
2020
Q2 		$1K Hold
5
– – ﹤0.01% 307
2020
Q1 		$0 Hold
5
– – ﹤0.01% 299
2019
Q4 		$0 Buy
+5
New +$320 ﹤0.01% 291

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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return