PFA
XYZ

Paradigm Financial Advisors’s Block Inc XYZ Stock Holding History

Paradigm Financial Advisors’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
2021
Q4 		$1.07M Sell
6,640
-425
-6% -$92.1K 0.24% 74
2021
Q3 		$1.69M Sell
7,065
-135
-2% -$34.7K 0.39% 59
2021
Q2 		$1.75M Buy
7,200
+3,108
+76% +$721K 0.39% 56
2021
Q1 		$929K Buy
4,092
+2,145
+110% +$502K 0.23% 86
2020
Q4 		$424K Sell
1,947
-242
-11% -$47.2K 0.11% 111
2020
Q3 		$356K Sell
2,189
-200
-8% -$28.2K 0.1% 93
2020
Q2 		$251K Buy
+2,389
New +$183K 0.08% 114
2019
Q3 		– Sell
-3,535
Closed -$256K – 139
2019
Q2 		$256K Hold
3,535
– – 0.09% 108
2019
Q1 		$265K Buy
+3,535
New +$256K 0.1% 98
2018
Q4 		– Sell
-2,983
Closed -$295K – 138
2018
Q3 		$295K Buy
+2,983
New +$230K 0.12% 99

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return