PA
XYZ

PSI Advisors’s Block Inc XYZ Stock Holding History

PSI 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
2025
Q2 		– Sell
-544
Closed -$29.6K – 736
2025
Q1 		$29.6K Buy
544
+66
+14% +$4.93K 0.01% 318
2024
Q4 		$40.6K Buy
478
+17
+4% +$1.4K 0.01% 306
2024
Q3 		$30.9K Hold
461
– – 0.01% 342
2024
Q2 		$29.7K Sell
461
-30
-6% -$2.1K 0.01% 337
2024
Q1 		$41.5K Hold
491
– – 0.02% 284
2023
Q4 		$38K Sell
491
-100
-17% -$5.65K 0.01% 304
2023
Q3 		$26.2K Hold
591
– – 0.01% 343
2023
Q2 		$39.3K Sell
591
-100
-14% -$6.25K 0.02% 275
2023
Q1 		$47.4K Hold
691
– – 0.02% 227
2022
Q4 		$43.4K Sell
691
-100
-13% -$6.17K 0.02% 234
2022
Q3 		$44K Sell
791
-543
-41% -$38.4K 0.02% 245
2022
Q2 		$82K Buy
1,334
+200
+18% +$18.3K 0.04% 190
2022
Q1 		$153K Buy
1,134
+130
+13% +$15.7K 0.06% 157
2021
Q4 		$162K Buy
1,004
+904
+904% +$196K 0.07% 161
2021
Q3 		$24K Buy
+100
New +$25.7K 0.01% 361
2020
Q1 		– Sell
-220
Closed -$13K – 631
2019
Q4 		$13K Buy
+220
New +$14.1K 0.01% 437

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return