AWMS
XYZ

Advocacy Wealth Management Services’s Block Inc XYZ Stock Holding History

Advocacy Wealth Management Services’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
Q4 		– Sell
-5
Closed – – 147
2022
Q3 		$0 Hold
5
– – ﹤0.01% 156
2022
Q2 		$0 Hold
5
– – ﹤0.01% 209
2022
Q1 		$1K Sell
5
-10
-67% -$1.21K ﹤0.01% 183
2021
Q4 		$2K Hold
15
– – ﹤0.01% 155
2021
Q3 		$4K Hold
15
– – ﹤0.01% 135
2021
Q2 		$4K Hold
15
– – ﹤0.01% 153
2021
Q1 		$3K Buy
15
+5
+50% +$1.17K ﹤0.01% 132
2020
Q4 		$2K Buy
+10
New +$1.95K ﹤0.01% 137

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Advocacy Wealth Management Services's XYZ Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 5 shares.

Advocacy Wealth Management Services first reported a position in XYZ in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q3 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 5 Block Inc shares in Q4 2022.
  • Advocacy Wealth Management Services first reported a position in Block Inc in Q4 2020 and held it in 8 quarters.
  • Advocacy Wealth Management Services's Block Inc position peaked at $4K in Q3 2021.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.