CWA
XYZ

Capital Wealth Alliance’s Block Inc XYZ Stock Holding History

Capital Wealth Alliance’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
Q1 		– Sell
-1,462
Closed -$236K – 154
2021
Q4 		$236K Sell
1,462
-1,409
-49% -$305K 0.14% 123
2021
Q3 		$714K Sell
2,871
-28
-1% -$7.19K 0.43% 66
2021
Q2 		$677K Buy
2,899
+65
+2% +$15.1K 0.43% 66
2021
Q1 		$643K Buy
2,834
+1,471
+108% +$344K 0.43% 69
2020
Q4 		$310K Buy
+1,363
New +$266K 0.23% 87
2020
Q3 		– Hold
0
– – – 96
2020
Q1 		– Sell
-1,675
Closed -$125K – 364
2019
Q4 		$125K Buy
+1,675
New +$107K 0.1% 98

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Capital Wealth Alliance's XYZ Position: Q1 2022 in Review

Capital Wealth Alliance sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,462 shares — an estimated $236K sold.

Capital Wealth Alliance first reported a position in XYZ in Q4 2019 and held it in 6 quarters. The position peaked at $714K in Q3 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Capital Wealth Alliance reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Capital Wealth Alliance sold 1,462 Block Inc shares in Q1 2022, an estimated $236K.
  • Capital Wealth Alliance first reported a position in Block Inc in Q4 2019 and held it in 6 quarters.
  • Capital Wealth Alliance's Block Inc position peaked at $714K in Q3 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Capital Wealth Alliance's 13F filing for Q1 2022, filed 16 May 2022.