BBPWM
XYZ

Blue Bell Private Wealth Management’s Block Inc XYZ Stock Holding History

Blue Bell Private 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
2023
Q1 		– Sell
-40
Closed -$2.51K – 711
2022
Q4 		$2.51K Sell
40
-15
-27% -$926 ﹤0.01% 546
2022
Q3 		$3K Sell
55
-10
-15% -$708 ﹤0.01% 574
2022
Q2 		$4K Hold
65
– – ﹤0.01% 575
2022
Q1 		$9K Sell
65
-45
-41% -$5.45K ﹤0.01% 449
2021
Q4 		$18K Buy
+110
New +$23.8K ﹤0.01% 319

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Blue Bell Private Wealth Management's XYZ Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 40 shares — an estimated $2.51K sold.

Blue Bell Private Wealth Management first reported a position in XYZ in Q4 2021 and held it in 5 quarters. The position peaked at $18K in Q4 2021. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Blue Bell Private Wealth Management reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 40 Block Inc shares in Q1 2023, an estimated $2.51K.
  • Blue Bell Private Wealth Management first reported a position in Block Inc in Q4 2021 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's Block Inc position peaked at $18K in Q4 2021.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.