CWM
XYZ

Catalyst Wealth Management’s Block Inc XYZ Stock Holding History

Catalyst 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
2023
Q1 		$202K Buy
+2,937
New +$220K 0.19% 118

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Catalyst Wealth Management's XYZ Position: Q1 2023 in Review

Catalyst Wealth Management opened a new position in Block Inc (XYZ) in Q1 2023: 2,937 shares worth $202K. The stake represents 0.19% of the portfolio and ranks #118 among its holdings.

995 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Catalyst Wealth Management held 2,937 shares of Block Inc worth $202K as of Q1 2023.
  • Block Inc was a new Catalyst Wealth Management position in Q1 2023.
  • Block Inc made up 0.19% of Catalyst Wealth Management's portfolio in Q1 2023, its #118 holding.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.