SPM
XYZ

Symmetry Peak Management’s Block Inc XYZ Stock Holding History

Symmetry Peak 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
2023
Q2 		– Hold
0
– – – 231
2023
Q1 		– Hold
0
– – – 282
2021
Q2 		– Hold
0
– – – 75
2021
Q1 		– Hold
0
– – – 129
2019
Q2 		– Hold
0
– – – 268
2019
Q1 		– Hold
0
– – – 227
2017
Q4 		– Sell
-50,763
Closed -$1.46M – 173
2017
Q3 		$1.46M Buy
+50,763
New +$1.33M 1.37% 59
2017
Q2 		– Hold
0
– – – 246
2017
Q1 		– Sell
-35,000
Closed -$547K – 180
2016
Q4 		$477K Buy
+35,000
New +$436K 0.7% 66
2016
Q2 		– Sell
-17,500
Closed -$267K – 153
2016
Q1 		$267K Buy
+17,500
New +$190K 0.27% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return