SSWM
XYZ

Sheets Smith Wealth Management’s Block Inc XYZ Stock Holding History

Sheets Smith Wealth Management’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
Q2 		– Sell
-6,811
Closed -$576K – 411
2024
Q1 		$576K Buy
6,811
+2,228
+49% +$161K 0.06% 223
2023
Q4 		$354K Buy
+4,583
New +$259K 0.05% 267
2022
Q2 		– Sell
-1,588
Closed -$215K – 355
2022
Q1 		$215K Sell
1,588
-131
-8% -$15.9K 0.03% 331
2021
Q4 		$278K Sell
1,719
-1,187
-41% -$257K 0.03% 317
2021
Q3 		$697K Hold
2,906
– – 0.09% 180
2021
Q2 		$708K Buy
2,906
+1,176
+68% +$273K 0.1% 179
2021
Q1 		$393K Sell
1,730
-94
-5% -$22K 0.06% 240
2020
Q4 		$397K Buy
1,824
+12
+0.7% +$2.34K 0.06% 234
2020
Q3 		$295K Buy
+1,812
New +$256K 0.05% 241
2017
Q4 		– Sell
-15,561
Closed -$448K – 333
2017
Q3 		$448K Buy
+15,561
New +$407K 0.11% 197

Other funds holding XYZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return