RG
XYZ

Retirement Group’s Block Inc XYZ Stock Holding History

Retirement 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
2024
Q1 		$677 Hold
8
– – ﹤0.01% 745
2023
Q4 		$619 Hold
8
– – ﹤0.01% 733
2023
Q3 		$354 Sell
8
-16
-67% -$991 ﹤0.01% 705
2023
Q2 		$1.6K Sell
24
-4
-14% -$250 ﹤0.01% 637
2023
Q1 		$2K Buy
28
+16
+133% +$1.2K ﹤0.01% 614
2022
Q4 		$1K Buy
+12
New +$740 ﹤0.01% 618
2022
Q3 		– Sell
-32
Closed -$2K – 826
2022
Q2 		$2K Sell
32
-84
-72% -$7.67K ﹤0.01% 653
2022
Q1 		$16K Buy
116
+12
+12% +$1.45K 0.01% 381
2021
Q4 		$17K Buy
104
+4
+4% +$867 0.01% 366
2021
Q3 		$24K Hold
100
– – 0.01% 290
2021
Q2 		$24K Sell
100
-20
-17% -$4.64K 0.01% 307
2021
Q1 		$27K Hold
120
– – 0.01% 342
2020
Q4 		$29K Buy
+120
New +$23.4K 0.01% 321

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return