PCP
XYZ

Proficio Capital Partners’s Block Inc XYZ Stock Holding History

Proficio Capital Partners’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 		– Sell
-1,155
Closed -$277K – 330
2021
Q3 		$277K Buy
1,155
+120
+12% +$30.8K 0.04% 227
2021
Q2 		$252K Buy
1,035
+19
+2% +$4.41K 0.03% 241
2021
Q1 		$231K Buy
+1,016
New +$238K 0.03% 230
2019
Q3 		– Sell
-460
Closed -$33K – 1605
2019
Q2 		$33K Sell
460
-364
-44% -$25.4K 0.01% 511
2019
Q1 		$62K Buy
824
+710
+623% +$51.5K 0.02% 290
2018
Q4 		$6K Sell
114
-32
-22% -$2.26K ﹤0.01% 846
2018
Q3 		$14K Buy
146
+35
+32% +$2.7K ﹤0.01% 717
2018
Q2 		$7K Buy
111
+20
+22% +$1.1K ﹤0.01% 928
2018
Q1 		$4K Hold
91
– – ﹤0.01% 1046
2017
Q4 		$3K Buy
91
+62
+214% +$2.27K ﹤0.01% 1086
2017
Q3 		$1K Hold
29
– – ﹤0.01% 1236
2017
Q2 		$1K Hold
29
– – ﹤0.01% 1237
2017
Q1 		$1K Buy
+29
New +$454 ﹤0.01% 1265
2016
Q2 		– Sell
-71
Closed -$1K – 1193
2016
Q1 		$1K Buy
+71
New +$769 ﹤0.01% 968

Other funds holding XYZ

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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