BWA
XYZ

BDO Wealth Advisors’s Block Inc XYZ Stock Holding History

BDO 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
2023
Q2 		$91.7K Buy
1,378
+55
+4% +$3.44K 0.01% 353
2023
Q1 		$90.8K Buy
1,323
+20
+2% +$1.5K 0.01% 336
2022
Q4 		$81.9K Sell
1,303
-60
-4% -$3.7K 0.01% 353
2022
Q3 		$75K Sell
1,363
-60
-4% -$4.25K 0.01% 358
2022
Q2 		$87K Buy
1,423
+115
+9% +$10.5K 0.01% 344
2022
Q1 		$177K Buy
1,308
+1,048
+403% +$127K 0.02% 281
2021
Q4 		$42K Sell
260
-375
-59% -$81.3K ﹤0.01% 476
2021
Q3 		$152K Buy
635
+35
+6% +$8.99K 0.02% 315
2021
Q2 		$146K Buy
600
+350
+140% +$81.2K 0.02% 333
2021
Q1 		$57K Buy
250
+40
+19% +$9.36K 0.01% 438
2020
Q4 		$46K Buy
210
+110
+110% +$21.5K 0.01% 364
2020
Q3 		$16K Hold
100
– – ﹤0.01% 448
2020
Q2 		$10K Hold
100
– – ﹤0.01% 506
2020
Q1 		$5K Buy
+100
New +$6.84K ﹤0.01% 611
2019
Q4 		– Sell
-800
Closed -$50K – 650
2019
Q3 		$50K Buy
+800
New +$54.3K 0.01% 315
2018
Q4 		– Sell
-50,000
Closed -$4.95M – 634
2018
Q3 		$4.95M Sell
50,000
-115
-0.2% -$8.87K 1.6% 16
2018
Q2 		$3.09M Buy
+50,115
New +$2.76M 1.05% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BDO Wealth Advisors's XYZ Position: Q2 2023 in Review

BDO Wealth Advisors increased its Block Inc (XYZ) stake by 4.2% in Q2 2023, buying an estimated $3.44K and bringing the position to 1,378 shares worth $91.7K. The position accounts for 0.01% of the portfolio, ranked #353.

BDO Wealth Advisors first reported a position in XYZ in Q2 2018 and has held it in 17 quarters since. The position peaked at $4.95M in Q3 2018. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • BDO Wealth Advisors held 1,378 shares of Block Inc worth $91.7K as of Q2 2023.
  • BDO Wealth Advisors bought 55 Block Inc shares in Q2 2023, an estimated $3.44K.
  • Block Inc made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #353 holding.
  • BDO Wealth Advisors first reported a position in Block Inc in Q2 2018 and has held it in 17 quarters since.
  • BDO Wealth Advisors's Block Inc position peaked at $4.95M in Q3 2018.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.