SBL
XYZ

Sargent Bickham Lagudis’s Block Inc XYZ Stock Holding History

Sargent Bickham Lagudis’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
Q4 		$15.5K Sell
246
-8
-3% -$494 ﹤0.01% 656
2022
Q3 		$14K Sell
254
-62
-20% -$4.39K ﹤0.01% 646
2022
Q2 		$20K Buy
316
+25
+9% +$2.28K ﹤0.01% 596
2022
Q1 		$40K Buy
291
+23
+9% +$2.79K ﹤0.01% 496
2021
Q4 		$43K Buy
268
+25
+10% +$5.42K ﹤0.01% 480
2021
Q3 		$58K Buy
243
+80
+49% +$20.5K ﹤0.01% 420
2021
Q2 		$40K Buy
163
+95
+140% +$22K ﹤0.01% 492
2021
Q1 		$15K Sell
68
-18
-21% -$4.21K ﹤0.01% 634
2020
Q4 		$19K Hold
86
– – ﹤0.01% 566
2020
Q3 		$14K Hold
86
– – ﹤0.01% 556
2020
Q2 		$9K Sell
86
-100
-54% -$7.66K ﹤0.01% 598
2020
Q1 		$10K Buy
186
+55
+42% +$3.76K ﹤0.01% 561
2019
Q4 		$8K Hold
131
– – ﹤0.01% 646
2019
Q3 		$8K Hold
131
– – ﹤0.01% 594
2019
Q2 		$10K Hold
131
– – ﹤0.01% 595
2019
Q1 		$10K Hold
131
– – ﹤0.01% 621
2018
Q4 		$7K Hold
131
– – ﹤0.01% 629
2018
Q3 		$13K Hold
131
– – ﹤0.01% 573
2018
Q2 		$8K Buy
131
+86
+191% +$4.73K ﹤0.01% 619
2018
Q1 		$2K Hold
45
– – ﹤0.01% 731
2017
Q4 		$2K Buy
+45
New +$1.65K ﹤0.01% 760
2017
Q3 		– Sell
-89
Closed -$2K – 840
2017
Q2 		$2K Buy
+89
New +$1.84K ﹤0.01% 732

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return