V
XYZ

Veritable’s Block Inc XYZ Stock Holding History

Veritable’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
Q3 		– Sell
-4,733
Closed -$315K – 871
2023
Q2 		$315K Sell
4,733
-670
-12% -$41.9K 0.01% 681
2023
Q1 		$371K Buy
5,403
+744
+16% +$55.7K 0.01% 623
2022
Q4 		$293K Buy
4,659
+643
+16% +$39.7K 0.01% 670
2022
Q3 		$221K Buy
+4,016
New +$284K ﹤0.01% 724
2022
Q1 		– Sell
-3,090
Closed -$499K – 954
2021
Q4 		$499K Sell
3,090
-531
-15% -$115K 0.01% 564
2021
Q3 		$868K Buy
3,621
+79
+2% +$20.3K 0.01% 419
2021
Q2 		$864K Buy
3,542
+421
+13% +$97.6K 0.01% 417
2021
Q1 		$709K Sell
3,121
-102
-3% -$23.9K 0.01% 432
2020
Q4 		$701K Buy
3,223
+709
+28% +$138K 0.01% 418
2020
Q3 		$409K Buy
2,514
+82
+3% +$11.6K 0.01% 505
2020
Q2 		$255K Buy
+2,432
New +$186K 0.01% 640

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return