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XYZ

Avantax Planning Partners’s Block Inc XYZ Stock Holding History

Avantax Planning Partners’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
-3,628
Closed -$249K – 393
2023
Q1 		$249K Sell
3,628
-6,224
-63% -$466K 0.01% 325
2022
Q4 		$619K Buy
9,852
+431
+5% +$26.6K 0.02% 218
2022
Q3 		$518K Buy
9,421
+946
+11% +$67K 0.02% 219
2022
Q2 		$521K Buy
8,475
+4,043
+91% +$369K 0.02% 213
2022
Q1 		$601K Buy
4,432
+2,091
+89% +$253K 0.02% 209
2021
Q4 		$378K Buy
2,341
+138
+6% +$29.9K 0.02% 243
2021
Q3 		$528K Buy
+2,203
New +$566K 0.02% 191
2018
Q2 		– Sell
-389
Closed -$18K – 1540
2018
Q1 		$18K Buy
+389
New +$17.9K ﹤0.01% 821

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

Avantax Planning Partners's XYZ Position: Q2 2023 in Review

Avantax Planning Partners sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 3,628 shares — an estimated $249K sold.

Avantax Planning Partners first reported a position in XYZ in Q1 2018 and held it in 8 quarters. The position peaked at $619K in Q4 2022. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Avantax Planning Partners reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Avantax Planning Partners sold 3,628 Block Inc shares in Q2 2023, an estimated $249K.
  • Avantax Planning Partners first reported a position in Block Inc in Q1 2018 and held it in 8 quarters.
  • Avantax Planning Partners's Block Inc position peaked at $619K in Q4 2022.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Avantax Planning Partners's 13F filing for Q2 2023, filed 18 Jul 2023.