TWM
XYZ

Tradition Wealth Management’s Block Inc XYZ Stock Holding History

Tradition 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
Q1 		– Sell
-789
Closed -$61K – 1229
2023
Q4 		$61K Buy
789
+49
+7% +$2.77K 0.01% 583
2023
Q3 		$33K Sell
740
-109
-13% -$6.75K ﹤0.01% 704
2023
Q2 		$57K Sell
849
-6
-0.7% -$375 0.01% 592
2023
Q1 		$59K Buy
855
+465
+119% +$34.8K 0.01% 571
2022
Q4 		$25K Sell
390
-86
-18% -$5.31K ﹤0.01% 706
2022
Q3 		$26K Buy
476
+10
+2% +$708 ﹤0.01% 702
2022
Q2 		$29K Sell
466
-510
-52% -$46.6K ﹤0.01% 580
2022
Q1 		$132K Sell
976
-484
-33% -$58.6K 0.02% 353
2021
Q4 		$236K Sell
1,460
-199
-12% -$43.1K 0.03% 279
2021
Q3 		$398K Buy
1,659
+98
+6% +$25.2K 0.06% 196
2021
Q2 		$381K Buy
1,561
+93
+6% +$21.6K 0.06% 210
2021
Q1 		$333K Buy
1,468
+211
+17% +$49.4K 0.06% 200
2020
Q4 		$274K Buy
+1,257
New +$245K 0.05% 203

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return