RWG
XYZ

Regal Wealth Group’s Block Inc XYZ Stock Holding History

Regal Wealth Group’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
Q2 		– Sell
-62
Closed -$14K – 255
2021
Q1 		$14K Buy
62
+50
+417% +$11.7K 0.01% 164
2020
Q4 		$3K Sell
12
-100
-89% -$19.5K ﹤0.01% 190
2020
Q3 		$18K Hold
112
– – 0.01% 129
2020
Q2 		$12K Sell
112
-200
-64% -$15.3K 0.01% 141
2020
Q1 		$16K Buy
312
+212
+212% +$14.5K 0.02% 114
2019
Q4 		$6K Hold
100
– – ﹤0.01% 170
2019
Q3 		$6K Hold
100
– – ﹤0.01% 148
2019
Q2 		$7K Hold
100
– – ﹤0.01% 134
2019
Q1 		$7K Hold
100
– – 0.01% 128
2018
Q4 		$6K Hold
100
– – 0.01% 129
2018
Q3 		$10K Hold
100
– – 0.01% 121
2018
Q2 		$6K Hold
100
– – 0.01% 139
2018
Q1 		$5K Hold
100
– – ﹤0.01% 147
2017
Q4 		$3K Hold
100
– – ﹤0.01% 155
2017
Q3 		$3K Hold
100
– – ﹤0.01% 140
2017
Q2 		$2K Hold
100
– – ﹤0.01% 144
2017
Q1 		$2K Hold
100
– – ﹤0.01% 144
2016
Q4 		$1K Hold
100
– – ﹤0.01% 156
2016
Q3 		$1K Hold
100
– – ﹤0.01% 194
2016
Q2 		$1K Buy
+100
New +$1.13K ﹤0.01% 205

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return