AWS
XYZ

AJ Wealth Strategies’s Block Inc XYZ Stock Holding History

AJ Wealth Strategies’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 		$455K Buy
6,836
+69
+1% +$4.31K 0.02% 191
2023
Q1 		$465K Sell
6,767
-2,000
-23% -$150K 0.02% 188
2022
Q4 		$551K Sell
8,767
-4,879
-36% -$301K 0.03% 177
2022
Q3 		$750K Hold
13,646
– – 0.04% 148
2022
Q2 		$839K Buy
13,646
+310
+2% +$28.3K 0.04% 141
2022
Q1 		$1.81M Buy
13,336
+2,018
+18% +$244K 0.09% 101
2021
Q4 		$1.83M Sell
11,318
-650
-5% -$141K 0.09% 96
2021
Q3 		$2.87M Sell
11,968
-168
-1% -$43.2K 0.16% 64
2021
Q2 		$2.96M Hold
12,136
– – 0.18% 58
2021
Q1 		$2.75M Buy
12,136
+235
+2% +$55K 0.2% 54
2020
Q4 		$2.59M Hold
11,901
– – 0.23% 52
2020
Q3 		$1.94M Buy
11,901
+3,000
+34% +$424K 0.2% 52
2020
Q2 		$934K Buy
8,901
+4,584
+106% +$351K 0.1% 87
2020
Q1 		$226K Buy
+4,317
New +$295K 0.03% 152

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

AJ Wealth Strategies's XYZ Position: Q2 2023 in Review

AJ Wealth Strategies increased its Block Inc (XYZ) stake by 1% in Q2 2023, buying an estimated $4.31K and bringing the position to 6,836 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #191.

AJ Wealth Strategies first reported a position in XYZ in Q1 2020 and has held it in 14 quarters since. The position peaked at $2.96M in Q2 2021. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • AJ Wealth Strategies held 6,836 shares of Block Inc worth $455K as of Q2 2023.
  • AJ Wealth Strategies bought 69 Block Inc shares in Q2 2023, an estimated $4.31K.
  • Block Inc made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #191 holding.
  • AJ Wealth Strategies first reported a position in Block Inc in Q1 2020 and has held it in 14 quarters since.
  • AJ Wealth Strategies's Block Inc position peaked at $2.96M in Q2 2021.
  • 969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.