PA
XYZ

PFG Advisors’s Block Inc XYZ Stock Holding History

PFG 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
Q1 		– Sell
-1,536
Closed -$248K – 561
2021
Q4 		$248K Buy
1,536
+237
+18% +$51.4K 0.02% 465
2021
Q3 		$312K Sell
1,299
-8
-0.6% -$2.06K 0.03% 409
2021
Q2 		$319K Buy
1,307
+218
+20% +$50.6K 0.04% 384
2021
Q1 		$247K Sell
1,089
-172
-14% -$40.2K 0.03% 397
2020
Q4 		$274K Sell
1,261
-75
-6% -$14.6K 0.05% 313
2020
Q3 		$241K Sell
1,336
-228
-15% -$32.2K 0.05% 314
2020
Q2 		$200K Buy
+1,564
New +$120K 0.05% 293

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return