9258 Wealth Management’s Block Inc XYZ Stock Holding History

9258 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 Q2	–	Sell	-1,492	Closed	-$202K	–	364
2022 Q1	$202K	Buy	+1,492	New	+$181K	0.05%	338
2021 Q4	–	Sell	-1,417	Closed	-$340K	–	383
2021 Q3	$340K	Hold	1,417	–	–	0.09%	236
2021 Q2	$345K	Buy	1,417 +10	+0.7%	+$2.32K	0.09%	236
2021 Q1	$319K	Buy	+1,407	New	+$329K	0.1%	231

Other funds holding XYZ

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

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

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

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

AIM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

9258 Wealth Management's XYZ Position: Q2 2022 in Review

9258 Wealth Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,492 shares — an estimated $202K sold.

9258 Wealth Management first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $345K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

9258 Wealth Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
9258 Wealth Management sold 1,492 Block Inc shares in Q2 2022, an estimated $202K.
9258 Wealth Management first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
9258 Wealth Management's Block Inc position peaked at $345K in Q2 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.