RF
XYZ

Robbins Farley’s Block Inc XYZ Stock Holding History

Robbins Farley’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
Q4 		– Sell
-17
Closed -$1.23K – 180
2025
Q3 		$1.23K Hold
17
– – ﹤0.01% 142
2025
Q2 		$1.16K Hold
17
– – ﹤0.01% 145
2025
Q1 		$924 Hold
17
– – ﹤0.01% 133
2024
Q4 		$1.45K Hold
17
– – ﹤0.01% 129
2024
Q3 		$1.14K Sell
17
-5
-23% -$323 ﹤0.01% 129
2024
Q2 		$1.42K Buy
22
+17
+340% +$1.19K ﹤0.01% 134
2024
Q1 		$423 Hold
5
– – ﹤0.01% 148
2023
Q4 		$387 Hold
5
– – ﹤0.01% 154
2023
Q3 		$222 Hold
5
– – ﹤0.01% 169
2023
Q2 		$333 Hold
5
– – ﹤0.01% 146
2023
Q1 		$344 Hold
5
– – ﹤0.01% 178
2022
Q4 		$314 Hold
5
– – ﹤0.01% 170
2022
Q3 		$0 Hold
5
– – ﹤0.01% 171
2022
Q2 		$0 Hold
5
– – ﹤0.01% 173
2022
Q1 		$1K Hold
5
– – ﹤0.01% 128
2021
Q4 		$1K Buy
+5
New +$1.08K ﹤0.01% 150

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 $5.7T AUM 30.48% 1-Year Est. Return
JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return