WP
XYZ

WealthPLAN Partners’s Block Inc XYZ Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,148
Closed -$76.4K – 1224
2023
Q2 		$76.4K Sell
1,148
-155
-12% -$9.68K 0.01% 437
2023
Q1 		$89.5K Sell
1,303
-6,074
-82% -$455K 0.01% 449
2022
Q4 		$581K Buy
+7,377
New +$455K 0.04% 238
2022
Q1 		$730K Buy
7,329
+4,809
+191% +$582K 0.05% 204
2021
Q4 		$308K Buy
2,520
+64
+3% +$13.9K 0.02% 315
2021
Q3 		$465K Sell
2,456
-30
-1% -$7.71K 0.03% 261
2021
Q2 		$674K Sell
2,486
-814
-25% -$189K 0.05% 200
2021
Q1 		$763K Buy
3,300
+944
+40% +$221K 0.06% 175
2020
Q4 		$560K Sell
2,356
-47
-2% -$9.17K 0.05% 204
2020
Q3 		$429K Buy
2,403
+54
+2% +$7.62K 0.04% 211
2020
Q2 		$336K Buy
+2,349
New +$180K 0.03% 224

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