CWM
XYZ

Castle Wealth Management’s Block Inc XYZ Stock Holding History

Castle 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
Q4 		– Sell
-30
Closed -$2K – 666
2022
Q3 		$2K Hold
30
– – ﹤0.01% 603
2022
Q2 		$2K Buy
+30
New +$2.74K ﹤0.01% 599

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Castle Wealth Management's XYZ Position: Q4 2022 in Review

Castle Wealth Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 30 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in XYZ in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Castle Wealth Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 30 Block Inc shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in Block Inc in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Block Inc position peaked at $2K in Q3 2022.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.