4WM
XYZ

4J Wealth Management’s Block Inc XYZ Stock Holding History

4J Wealth 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
2022
Q1 		– Sell
-1,450
Closed -$234K – 80
2021
Q4 		$234K Buy
1,450
+47
+3% +$10.2K 0.2% 70
2021
Q3 		$336K Buy
1,403
+50
+4% +$12.8K 0.29% 57
2021
Q2 		$330K Hold
1,353
– – 0.29% 57
2021
Q1 		$307K Buy
+1,353
New +$316K 0.29% 59

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

4J Wealth Management's XYZ Position: Q1 2022 in Review

4J Wealth Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,450 shares — an estimated $234K sold.

4J Wealth Management first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $336K in Q3 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • 4J Wealth Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • 4J Wealth Management sold 1,450 Block Inc shares in Q1 2022, an estimated $234K.
  • 4J Wealth Management first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
  • 4J Wealth Management's Block Inc position peaked at $336K in Q3 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on 4J Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.