PCA
XYZ

Personal Capital Advisors’s Block Inc XYZ Stock Holding History

Personal Capital 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
2022
Q4 		$278K Sell
4,426
-177
-4% -$10.9K ﹤0.01% 400
2022
Q3 		$253K Buy
4,603
+798
+21% +$56.5K ﹤0.01% 394
2022
Q2 		$234K Sell
3,805
-1,080
-22% -$98.7K ﹤0.01% 400
2022
Q1 		$662K Sell
4,885
-490
-9% -$59.3K ﹤0.01% 278
2021
Q4 		$846K Buy
5,375
+530
+11% +$115K ﹤0.01% 273
2021
Q3 		$1.16M Buy
4,845
+1,521
+46% +$391K 0.01% 246
2021
Q2 		$810K Buy
3,324
+282
+9% +$65.4K ﹤0.01% 263
2021
Q1 		$691K Sell
3,042
-681
-18% -$159K ﹤0.01% 273
2020
Q4 		$810K Buy
3,723
+575
+18% +$112K 0.01% 262
2020
Q3 		$512K Sell
3,148
-274
-8% -$38.7K ﹤0.01% 283
2020
Q2 		$359K Buy
+3,422
New +$262K ﹤0.01% 271
2019
Q2 		– Sell
-4,191
Closed -$314K – 347
2019
Q1 		$314K Buy
+4,191
New +$304K ﹤0.01% 264
2018
Q1 		– Sell
-8,596
Closed -$298K – 281
2017
Q4 		$298K Buy
+8,596
New +$315K 0.01% 207

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
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