WMP
XYZ

Wealth Management Partners’s Block Inc XYZ Stock Holding History

Wealth Management Partners’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
Q3 		– Sell
-3,544
Closed -$229K – 121
2024
Q2 		$229K Sell
3,544
-277
-7% -$19.4K 0.11% 98
2024
Q1 		$323K Buy
3,821
+246
+7% +$17.8K 0.16% 90
2023
Q4 		$277K Buy
+3,575
New +$202K 0.15% 94
2022
Q2 		– Sell
-2,000
Closed -$326K – 121
2022
Q1 		$326K Hold
2,000
– – 0.23% 82
2021
Q4 		$354K Buy
2,000
+524
+36% +$114K 0.24% 80
2021
Q3 		$354K Buy
1,476
+81
+6% +$20.8K 0.26% 79
2021
Q2 		$340K Buy
1,395
+190
+16% +$44.1K 0.24% 85
2021
Q1 		$295K Buy
+1,205
New +$282K 0.22% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return