Alaethes Wealth’s Block Inc XYZ Stock Holding History

Alaethes Wealth’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	-6	Closed	-$1K	–	330
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	280
2021 Q3	$1K	Buy	+6	New	+$1.54K	﹤0.01%	271

Other funds holding XYZ

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Alaethes Wealth's XYZ Position: Q1 2022 in Review

Alaethes Wealth sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

Alaethes Wealth first reported a position in XYZ in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

Alaethes Wealth reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
Alaethes Wealth sold 6 Block Inc shares in Q1 2022, an estimated $1K.
Alaethes Wealth first reported a position in Block Inc in Q3 2021 and held it in 2 quarters.
Alaethes Wealth's Block Inc position peaked at $1K in Q4 2021.
1,250 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Alaethes Wealth's 13F filing for Q1 2022, filed 16 May 2022.