SFPG
XYZ

Stonebridge Financial Planning Group’s Block Inc XYZ Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-330
Closed -$36K – 374
2021
Q4 		$36K Sell
330
-100
-23% -$21.7K 0.02% 244
2021
Q3 		$109K Buy
430
+25
+6% +$6.42K 0.05% 157
2021
Q2 		$99K Buy
405
+80
+25% +$18.6K 0.05% 162
2021
Q1 		$86K Buy
325
+100
+44% +$23.4K 0.05% 174
2020
Q4 		$49K Hold
225
– – 0.03% 200
2020
Q3 		$42K Hold
225
– – 0.03% 204
2020
Q2 		$26K Hold
225
– – 0.02% 235
2020
Q1 		$13K Sell
225
-235
-51% -$16.1K 0.01% 287
2019
Q4 		$29K Buy
+460
New +$29.4K 0.03% 209

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return