BKM Wealth Management’s Block Inc XYZ Stock Holding History

BKM Wealth Management’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
2024 Q1	–	Sell	-100	Closed	-$7.74K	–	586
2023 Q4	$7.74K	Buy	+100	New	+$5.65K	﹤0.01%	476

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BKM Wealth Management's XYZ Position: Q1 2024 in Review

BKM Wealth Management sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 100 shares — an estimated $7.74K sold.

BKM Wealth Management first reported a position in XYZ in Q4 2023 and held it in 1 quarter. The position peaked at $7.74K in Q4 2023. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

BKM Wealth Management reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 100 Block Inc shares in Q1 2024, an estimated $7.74K.
BKM Wealth Management first reported a position in Block Inc in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Block Inc position peaked at $7.74K in Q4 2023.
1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.