RDIA
XYZ

RE Dickinson Investment Advisors’s Block Inc XYZ Stock Holding History

RE Dickinson Investment 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
2024
Q4 		$85K Hold
100
– – ﹤0.01% 172
2024
Q3 		$6.71K Hold
100
– – ﹤0.01% 176
2024
Q2 		$6.45K Hold
100
– – ﹤0.01% 173
2024
Q1 		$8K Hold
100
– – 0.01% 166
2023
Q4 		$8K Hold
100
– – 0.01% 170
2023
Q3 		$4K Hold
100
– – ﹤0.01% 215
2023
Q2 		$7K Hold
100
– – ﹤0.01% 271
2023
Q1 		$7K Hold
100
– – ﹤0.01% 292
2022
Q4 		$6K Hold
100
– – ﹤0.01% 284
2022
Q3 		$5K Hold
100
– – ﹤0.01% 187
2022
Q2 		$6 Hold
100
– – ﹤0.01% 196
2022
Q1 		$14K Sell
100
-54
-35% -$6.54K 0.01% 161
2021
Q4 		$25K Buy
+154
New +$33.4K 0.02% 124

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return