1776 Wealth’s Block Inc XYZ Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-210	Closed	-$21K	–	319
2020 Q2	$21K	Sell	210 -5,514	-96%	-$422K	0.01%	255
2020 Q1	$299K	Buy	5,724 +729	+15%	+$49.9K	0.25%	69
2019 Q4	$325K	Buy	+4,995	New	+$319K	0.28%	64

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

1776 Wealth's XYZ Position: Q3 2020 in Review

1776 Wealth sold out of Block Inc (XYZ) in Q3 2020, closing a stake of 210 shares — an estimated $21K sold.

1776 Wealth first reported a position in XYZ in Q4 2019 and held it in 3 quarters. The position peaked at $325K in Q4 2019. 998 funds tracked by Wall St. Rank hold XYZ as of Q3 2020.

1776 Wealth reported no remaining Block Inc position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 210 Block Inc shares in Q3 2020, an estimated $21K.
1776 Wealth first reported a position in Block Inc in Q4 2019 and held it in 3 quarters.
1776 Wealth's Block Inc position peaked at $325K in Q4 2019.
998 funds tracked by Wall St. Rank held Block Inc as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.