MA
XYZ

MUFG Americas’s Block Inc XYZ Stock Holding History

MUFG Americas’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
Q4 		– Sell
-295
Closed -$16K – 886
2022
Q3 		$16K Sell
295
-6
-2% -$425 ﹤0.01% 649
2022
Q2 		$19K Hold
301
– – ﹤0.01% 609
2022
Q1 		$41K Sell
301
-216
-42% -$26.2K ﹤0.01% 565
2021
Q4 		$84K Buy
517
+451
+683% +$97.7K ﹤0.01% 478
2021
Q3 		$16K Sell
66
-14
-18% -$3.6K ﹤0.01% 690
2021
Q2 		$20K Hold
80
– – ﹤0.01% 578
2021
Q1 		$18K Sell
80
-400
-83% -$93.6K ﹤0.01% 589
2020
Q4 		$104K Buy
480
+30
+7% +$5.85K ﹤0.01% 445
2020
Q3 		$73K Sell
450
-50
-10% -$7.06K ﹤0.01% 452
2020
Q2 		$52K Buy
500
+424
+558% +$32.5K ﹤0.01% 483
2020
Q1 		$4K Hold
76
– – ﹤0.01% 677
2019
Q4 		$5K Hold
76
– – ﹤0.01% 708
2019
Q3 		$5K Hold
76
– – ﹤0.01% 719
2019
Q2 		$6K Hold
76
– – ﹤0.01% 727
2019
Q1 		$6K Buy
+76
New +$5.51K ﹤0.01% 839
2016
Q3 		– Sell
-140
Closed -$1K – 1162
2016
Q2 		$1K Buy
+140
New +$1.58K ﹤0.01% 1094

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return