World Asset Management’s Block Inc XYZ Stock Holding History

World Asset Management’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 Q3	$1.37M	Sell	5,714 -520	-8%	-$134K	0.14%	146
2021 Q2	$1.52M	Sell	6,234 -221	-3%	-$51.3K	0.14%	149
2021 Q1	$1.58M	Sell	6,455 -454	-7%	-$106K	0.14%	145
2020 Q4	$1.5M	Buy	6,909 +206	+3%	+$40.2K	0.14%	146
2020 Q3	$1.09M	Buy	6,703 +135	+2%	+$19.1K	0.11%	184
2020 Q2	$689K	Buy	6,568 +253	+4%	+$19.4K	0.08%	255
2020 Q1	$331K	Sell	6,315 -3,621	-36%	-$248K	0.03%	538
2019 Q4	$622K	Sell	9,936 -1,455	-13%	-$93K	0.03%	525
2019 Q3	$706K	Buy	11,391 +601	+6%	+$40.8K	0.03%	490
2019 Q2	$783K	Buy	10,790 +974	+10%	+$68K	0.04%	465
2019 Q1	$735K	Sell	9,816 -271	-3%	-$19.6K	0.04%	483
2018 Q4	$566K	Sell	10,087 -311	-3%	-$22K	0.03%	522
2018 Q3	$1.03M	Buy	10,398 +214	+2%	+$16.5K	0.05%	419
2018 Q2	$628K	Buy	10,184 +720	+8%	+$39.6K	0.03%	625
2018 Q1	$466K	Sell	9,464 -2,159	-19%	-$99.1K	0.02%	799
2017 Q4	$403K	Buy	11,623 +228	+2%	+$8.35K	0.01%	985
2017 Q3	$328K	Buy	+11,395	New	+$298K	0.01%	1084

Other funds holding XYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return