TFA
XYZ

Teamwork Financial Advisors’s Block Inc XYZ Stock Holding History

Teamwork Financial 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
2022
Q2 		– Sell
-2,341
Closed -$317K – 266
2022
Q1 		$317K Sell
2,341
-10,702
-82% -$1.3M 0.06% 200
2021
Q4 		$2.11M Sell
13,043
-5,814
-31% -$1.26M 0.39% 46
2021
Q3 		$4.52M Buy
18,857
+1,225
+7% +$315K 0.89% 19
2021
Q2 		$4.3M Buy
17,632
+2,717
+18% +$630K 0.88% 17
2021
Q1 		$3.39M Buy
14,915
+3,544
+31% +$829K 0.79% 21
2020
Q4 		$2.48M Buy
11,371
+2,850
+33% +$556K 0.59% 27
2020
Q3 		$1.39M Buy
8,521
+4,017
+89% +$567K 0.43% 44
2020
Q2 		$473K Buy
+4,504
New +$345K 0.17% 113

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return