ODG
XYZ

O'Dell Group’s Block Inc XYZ Stock Holding History

O'Dell Group’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
Q1 		– Sell
-4,422
Closed -$342K – 502
2023
Q4 		$342K Buy
+4,422
New +$250K 0.09% 60
2023
Q3 		– Sell
-1,198
Closed -$79.8K – 509
2023
Q2 		$79.8K Buy
+1,198
New +$74.8K 0.02% 150
2022
Q4 		– Sell
-1,458
Closed -$80K – 424
2022
Q3 		$80K Buy
1,458
+10
+0.7% +$708 0.03% 118
2022
Q2 		$89K Buy
1,448
+130
+10% +$11.9K 0.03% 116
2022
Q1 		$179K Buy
1,318
+111
+9% +$13.4K 0.05% 79
2021
Q4 		$195K Buy
1,207
+14
+1% +$3.03K 0.06% 72
2021
Q3 		$286K Hold
1,193
– – 0.09% 58
2021
Q2 		$291K Sell
1,193
-20
-2% -$4.64K 0.09% 60
2021
Q1 		$275K Sell
1,213
-18
-1% -$4.21K 0.1% 57
2020
Q4 		$268K Buy
+1,231
New +$240K 0.1% 52

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return