Bellwether Advisors’s Block Inc XYZ Stock Holding History

Bellwether 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	-13	Closed	-$802	–	580
2022 Q3	$0	Hold	13	–	–	﹤0.01%	545
2022 Q2	$0	Hold	13	–	–	﹤0.01%	599
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	532
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	519
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	450
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	365
2021 Q1	$2K	Buy	+13	New	+$3.04K	﹤0.01%	355

Other funds holding XYZ

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bellwether Advisors's XYZ Position: Q4 2022 in Review

Bellwether Advisors sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 13 shares — an estimated $802 sold.

Bellwether Advisors first reported a position in XYZ in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

Bellwether Advisors reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 13 Block Inc shares in Q4 2022, an estimated $802.
Bellwether Advisors first reported a position in Block Inc in Q1 2021 and held it in 7 quarters.
Bellwether Advisors's Block Inc position peaked at $3K in Q3 2021.
1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.