AWM
XYZ

Accel Wealth Management’s Block Inc XYZ Stock Holding History

Accel 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
2023
Q2 		– Sell
-571
Closed -$39.2K – 912
2023
Q1 		$39.2K Sell
571
-200
-26% -$15K 0.02% 536
2022
Q4 		$48.5K Sell
771
-450
-37% -$27.8K 0.02% 367
2022
Q3 		$76K Hold
1,221
– – 0.04% 291
2022
Q2 		$81K Sell
1,221
-1,019
-45% -$93.1K 0.05% 263
2022
Q1 		$299K Hold
2,240
– – 0.15% 115
2021
Q4 		$362K Hold
2,240
– – 0.18% 103
2021
Q3 		$537K Sell
2,240
-35
-2% -$8.99K 0.35% 66
2021
Q2 		$555K Sell
2,275
-6
-0.3% -$1.39K 0.37% 63
2021
Q1 		$518K Hold
2,281
– – 0.42% 54
2020
Q4 		$496K Buy
+2,281
New +$445K 0.46% 47

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Accel Wealth Management's XYZ Position: Q2 2023 in Review

Accel Wealth Management sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 571 shares — an estimated $39.2K sold.

Accel Wealth Management first reported a position in XYZ in Q4 2020 and held it in 10 quarters. The position peaked at $555K in Q2 2021. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Accel Wealth Management reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 571 Block Inc shares in Q2 2023, an estimated $39.2K.
  • Accel Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Block Inc position peaked at $555K in Q2 2021.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.