SQA
XYZ

Simon Quick Advisors’s Block Inc XYZ Stock Holding History

Simon Quick 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
2025
Q2 		– Sell
-3,932
Closed -$214K – 665
2025
Q1 		$214K Buy
3,932
+1,542
+65% +$115K 0.01% 540
2024
Q4 		$203K Buy
+2,390
New +$196K 0.01% 448
2024
Q2 		– Sell
-2,971
Closed -$251K – 451
2024
Q1 		$251K Buy
+2,971
New +$215K 0.02% 340
2022
Q2 		– Sell
-221
Closed -$30K – 412
2022
Q1 		$30K Buy
221
+18
+9% +$2.18K 0.01% 255
2021
Q4 		$33K Sell
203
-40
-16% -$8.67K 0.01% 255
2021
Q3 		$58K Buy
243
+43
+22% +$11K 0.01% 235
2021
Q2 		$48K Hold
200
– – 0.01% 254
2021
Q1 		$45K Hold
200
– – 0.01% 276
2020
Q4 		$44K Buy
+200
New +$39K 0.01% 249

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 $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return