BWP
XYZ

BSW Wealth Partners’s Block Inc XYZ Stock Holding History

BSW Wealth Partners’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
Q2 		– Sell
-2,953
Closed -$203K – 323
2023
Q1 		$203K Sell
2,953
-855
-22% -$64K 0.04% 294
2022
Q4 		$239K Sell
3,808
-445
-10% -$27.5K 0.05% 252
2022
Q3 		$234K Buy
4,253
+297
+8% +$21K 0.06% 233
2022
Q2 		$243K Buy
3,956
+318
+9% +$29.1K 0.06% 221
2022
Q1 		$493K Buy
3,638
+2,376
+188% +$288K 0.12% 123
2021
Q4 		$204K Sell
1,262
-85
-6% -$18.4K 0.05% 247
2021
Q3 		$323K Buy
1,347
+91
+7% +$23.4K 0.09% 170
2021
Q2 		$306K Buy
1,256
+197
+19% +$45.7K 0.08% 171
2021
Q1 		$240K Buy
+1,059
New +$248K 0.07% 183
2019
Q4 		– Sell
-652
Closed -$40K – 160
2019
Q3 		$40K Buy
652
+20
+3% +$1.36K 0.02% 128
2019
Q2 		$46K Buy
+632
New +$44.2K 0.02% 126

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

BSW Wealth Partners's XYZ Position: Q2 2023 in Review

BSW Wealth Partners sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 2,953 shares — an estimated $203K sold.

BSW Wealth Partners first reported a position in XYZ in Q2 2019 and held it in 11 quarters. The position peaked at $493K in Q1 2022. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • BSW Wealth Partners reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 2,953 Block Inc shares in Q2 2023, an estimated $203K.
  • BSW Wealth Partners first reported a position in Block Inc in Q2 2019 and held it in 11 quarters.
  • BSW Wealth Partners's Block Inc position peaked at $493K in Q1 2022.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.