WAS
XYZ

Winch Advisory Services’s Block Inc XYZ Stock Holding History

Winch Advisory Services’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
-7
Closed – – 458
2023
Q2 		$0 Hold
7
– – ﹤0.01% 452
2023
Q1 		$0 Hold
7
– – ﹤0.01% 447
2022
Q4 		$0 Hold
7
– – ﹤0.01% 438
2022
Q3 		$0 Sell
7
-8
-53% -$566 ﹤0.01% 443
2022
Q2 		$1K Sell
15
-65
-81% -$5.94K ﹤0.01% 414
2022
Q1 		$11K Sell
80
-70
-47% -$8.47K ﹤0.01% 250
2021
Q4 		$24K Buy
150
+21
+16% +$4.55K 0.01% 189
2021
Q3 		$31K Buy
129
+15
+13% +$3.85K 0.01% 169
2021
Q2 		$28K Hold
114
– – 0.01% 171
2021
Q1 		$26K Buy
114
+17
+18% +$3.98K 0.01% 163
2020
Q4 		$21K Buy
97
+29
+43% +$5.66K 0.01% 158
2020
Q3 		$11K Buy
+68
New +$9.6K ﹤0.01% 204

Other funds holding XYZ

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Morgan Stanley
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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