TS Financial Group (TSFG)’s Block Inc XYZ Stock Holding History

TS Financial Group (TSFG)’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	-14	Closed	-$1K	–	943
2023 Q4	$1K	Sell	14 -46	-77%	-$2.6K	﹤0.01%	861
2023 Q3	$3K	Hold	60	–	–	﹤0.01%	794
2023 Q2	$4K	Hold	60	–	–	﹤0.01%	721
2023 Q1	$4K	Hold	60	–	–	﹤0.01%	716
2022 Q4	$4K	Sell	60 -10	-14%	-$617	﹤0.01%	718
2022 Q3	$4K	Hold	70	–	–	﹤0.01%	690
2022 Q2	$4K	Sell	70 -121	-63%	-$11.1K	﹤0.01%	693
2022 Q1	$26K	Sell	191 -73	-28%	-$8.84K	0.01%	379
2021 Q4	$43K	Sell	264 -780	-75%	-$169K	0.02%	326
2021 Q3	$250K	Buy	1,044 +36	+4%	+$9.25K	0.1%	101
2021 Q2	$246K	Buy	1,008 +710	+238%	+$165K	0.1%	104
2021 Q1	$68K	Buy	298 +130	+77%	+$30.4K	0.03%	231
2020 Q4	$37K	Buy	168 +150	+833%	+$29.3K	0.02%	291
2020 Q3	$3K	Buy	+18	New	+$2.54K	﹤0.01%	624
2019 Q3	–	Sell	-370	Closed	-$27K	–	833
2019 Q2	$27K	Sell	370 -200	-35%	-$14K	0.02%	275
2019 Q1	$43K	Buy	+570	New	+$41.3K	0.04%	225

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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