BDWM
XYZ

Brewin Dolphin Wealth Management’s Block Inc XYZ Stock Holding History

Brewin Dolphin 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
2022
Q2 		$11K Hold
175
– – ﹤0.01% 282
2022
Q1 		$24K Sell
175
-45
-20% -$5.45K ﹤0.01% 236
2021
Q4 		$36K Buy
220
+45
+26% +$9.75K ﹤0.01% 219
2021
Q3 		$42K Hold
175
– – ﹤0.01% 210
2021
Q2 		$42.7K Hold
175
– – 0.01% 203
2021
Q1 		$39.7K Buy
+175
New +$40.9K 0.01% 197

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brewin Dolphin Wealth Management's XYZ Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Block Inc (XYZ) position steady in Q2 2022 at 175 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Brewin Dolphin Wealth Management first reported a position in XYZ in Q1 2021 and has held it in 6 quarters since. The position peaked at $42.7K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Brewin Dolphin Wealth Management held 175 shares of Block Inc worth $11K as of Q2 2022.
  • Brewin Dolphin Wealth Management left its Block Inc share count unchanged in Q2 2022.
  • Block Inc made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #282 holding.
  • Brewin Dolphin Wealth Management first reported a position in Block Inc in Q1 2021 and has held it in 6 quarters since.
  • Brewin Dolphin Wealth Management's Block Inc position peaked at $42.7K in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.