Rational Advisors’s Block Inc XYZ Stock Holding History

Rational 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	-17,427	Closed	-$2.81M	–	302
2021 Q4	$2.81M	Buy	17,427 +6,729	+63%	+$1.46M	0.17%	48
2021 Q3	$2.57M	Sell	10,698 -730	-6%	-$188K	0.2%	41
2021 Q2	$2.79M	Buy	11,428 +170	+2%	+$39.4K	0.33%	37
2021 Q1	$2.56M	Buy	11,258 +2,130	+23%	+$498K	0.47%	42
2020 Q4	$1.99M	Buy	9,128 +598	+7%	+$117K	0.53%	43
2020 Q3	$1.39M	Buy	8,530 +3,652	+75%	+$516K	0.59%	50
2020 Q2	$512K	Sell	4,878 -3,898	-44%	-$298K	0.27%	113
2020 Q1	$460K	Buy	8,776 +3,843	+78%	+$263K	0.34%	94
2019 Q4	$309K	Buy	+4,933	New	+$315K	0.15%	154
2019 Q2	–	Sell	-4,027	Closed	-$302K	–	593
2019 Q1	$302K	Buy	+4,027	New	+$292K	0.08%	169
2018 Q4	–	Sell	-5,748	Closed	-$569K	–	574
2018 Q3	$569K	Buy	+5,748	New	+$443K	0.14%	146
2018 Q2	–	Sell	-5,892	Closed	-$290K	–	579
2018 Q1	$290K	Buy	+5,892	New	+$270K	0.14%	181

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return