WIA
XYZ

Wealthstreet Investment Advisors’s Block Inc XYZ Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-1,900
Closed -$431K – 339
2021
Q1 		$431K Buy
1,900
+25
+1% +$5.85K 0.04% 268
2020
Q4 		$408K Sell
1,875
-75
-4% -$14.6K 0.04% 264
2020
Q3 		$317K Buy
+1,950
New +$275K 0.04% 273
2020
Q1 		– Sell
-13,775
Closed -$862K – 350
2019
Q4 		$862K Sell
13,775
-1,050
-7% -$67.1K 0.1% 165
2019
Q3 		$925K Buy
14,825
+5,380
+57% +$365K 0.12% 146
2019
Q2 		$685K Sell
9,445
-300
-3% -$21K 0.09% 180
2019
Q1 		$730K Buy
9,745
+100
+1% +$7.25K 0.1% 176
2018
Q4 		$735K Buy
+9,645
New +$681K 0.1% 167

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return