BWM
XYZ

Braver Wealth Management’s Block Inc XYZ Stock Holding History

Braver 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
2016
Q4 		$232K Hold
17,000
– – 0.04% 142
2016
Q3 		$198K Buy
+17,000
New +$186K 0.03% 139

Other funds holding XYZ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Braver Wealth Management's XYZ Position: Q4 2016 in Review

Braver Wealth Management held its Block Inc (XYZ) position steady in Q4 2016 at 17,000 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #142.

Braver Wealth Management first reported a position in XYZ in Q3 2016 and has held it in 2 quarters since. 234 funds tracked by Wall St. Rank hold XYZ as of Q4 2016.

  • Braver Wealth Management held 17,000 shares of Block Inc worth $232K as of Q4 2016.
  • Braver Wealth Management left its Block Inc share count unchanged in Q4 2016.
  • Block Inc made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #142 holding.
  • Braver Wealth Management first reported a position in Block Inc in Q3 2016 and has held it in 2 quarters since.
  • 234 funds tracked by Wall St. Rank held Block Inc as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.