RWA
XYZ

Ropes Wealth Advisors’s Block Inc XYZ Stock Holding History

Ropes Wealth 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
Q2 		– Sell
-1,578
Closed -$214K – 291
2022
Q1 		$214K Sell
1,578
-5
-0.3% -$605 0.04% 273
2021
Q4 		$256K Sell
1,583
-51
-3% -$11.1K 0.05% 240
2021
Q3 		$392K Buy
1,634
+530
+48% +$136K 0.06% 199
2021
Q2 		$269K Hold
1,104
– – 0.04% 238
2021
Q1 		$244K Buy
1,104
+88
+9% +$20.6K 0.04% 225
2020
Q4 		$221K Buy
+1,016
New +$198K 0.03% 222

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return