Burt Wealth Advisors’s Block Inc XYZ Stock Holding History

Burt Wealth Advisors’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
2020 Q1	–	Sell	-50	Closed	-$3K	–	433
2019 Q4	$3K	Buy	+50	New	+$3.19K	﹤0.01%	312

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

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

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

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

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Burt Wealth Advisors's XYZ Position: Q1 2020 in Review

Burt Wealth Advisors sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 50 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in XYZ in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 756 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

Burt Wealth Advisors reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
Burt Wealth Advisors sold 50 Block Inc shares in Q1 2020, an estimated $3K.
Burt Wealth Advisors first reported a position in Block Inc in Q4 2019 and held it in 1 quarter.
Burt Wealth Advisors's Block Inc position peaked at $3K in Q4 2019.
756 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on Burt Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.