AWA
XYZ

Alta Wealth Advisors’s Block Inc XYZ Stock Holding History

Alta Wealth Advisors’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
-19,280
Closed -$1.06M – 151
2022
Q3 		$1.06M Buy
19,280
+25
+0.1% +$1.77K 0.76% 32
2022
Q2 		$1.18M Buy
19,255
+70
+0.4% +$6.4K 0.82% 31
2022
Q1 		$2.6M Buy
19,185
+16,732
+682% +$2.03M 1.54% 16
2021
Q4 		$396K Buy
+2,453
New +$532K 0.24% 111
2021
Q1 		– Sell
-6,530
Closed -$1.42M – 141
2020
Q4 		$1.42M Buy
+6,530
New +$1.27M 1.19% 18

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

Alta Wealth Advisors's XYZ Position: Q4 2022 in Review

Alta Wealth Advisors sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 19,280 shares — an estimated $1.06M sold.

Alta Wealth Advisors first reported a position in XYZ in Q4 2020 and held it in 5 quarters. The position peaked at $2.6M in Q1 2022. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Alta Wealth Advisors reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Alta Wealth Advisors sold 19,280 Block Inc shares in Q4 2022, an estimated $1.06M.
  • Alta Wealth Advisors first reported a position in Block Inc in Q4 2020 and held it in 5 quarters.
  • Alta Wealth Advisors's Block Inc position peaked at $2.6M in Q1 2022.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Alta Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.