CWM
XYZ

Catamount Wealth Management’s Block Inc XYZ Stock Holding History

Catamount 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
2019
Q1 		$11K Hold
150
– – 0.01% 140
2018
Q4 		$11K Buy
150
+50
+50% +$3.53K 0.01% 131
2018
Q3 		$10K Hold
100
– – ﹤0.01% 146
2018
Q2 		$7K Hold
100
– – ﹤0.01% 154
2018
Q1 		$5K Hold
100
– – ﹤0.01% 160
2017
Q4 		$3K Hold
100
– – ﹤0.01% 173
2017
Q3 		$3K Hold
100
– – ﹤0.01% 168
2017
Q2 		$2K Hold
100
– – ﹤0.01% 163
2017
Q1 		$2K Hold
100
– – ﹤0.01% 165
2016
Q4 		$1K Buy
+100
New +$1.25K ﹤0.01% 161

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Catamount Wealth Management's XYZ Position: Q1 2019 in Review

Catamount Wealth Management held its Block Inc (XYZ) position steady in Q1 2019 at 150 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #140.

Catamount Wealth Management first reported a position in XYZ in Q4 2016 and has held it in 10 quarters since. 757 funds tracked by Wall St. Rank hold XYZ as of Q1 2019.

  • Catamount Wealth Management held 150 shares of Block Inc worth $11K as of Q1 2019.
  • Catamount Wealth Management left its Block Inc share count unchanged in Q1 2019.
  • Block Inc made up 0.01% of Catamount Wealth Management's portfolio in Q1 2019, its #140 holding.
  • Catamount Wealth Management first reported a position in Block Inc in Q4 2016 and has held it in 10 quarters since.
  • 757 funds tracked by Wall St. Rank held Block Inc as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.