CAN
XYZ

Cetera Advisor Networks’s Block Inc XYZ Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$4.68M Buy
55,359
+2,302
+4% +$167K 0.02% 658
2023
Q4 		$4.1M Sell
53,057
-1,209
-2% -$68.4K 0.02% 666
2023
Q3 		$2.4M Sell
54,266
-11,109
-17% -$688K 0.02% 818
2023
Q2 		$4.35M Sell
65,375
-1,154
-2% -$72.1K 0.03% 550
2023
Q1 		$4.57M Buy
66,529
+2,809
+4% +$210K 0.03% 507
2022
Q4 		$4M Buy
63,720
+8,102
+15% +$500K 0.03% 531
2022
Q3 		$3.06M Buy
55,618
+8,049
+17% +$570K 0.04% 456
2022
Q2 		$2.92M Buy
47,569
+2,204
+5% +$201K 0.04% 461
2022
Q1 		$6.15M Buy
45,365
+22,755
+101% +$2.75M 0.07% 268
2021
Q4 		$3.65M Buy
22,610
+1,478
+7% +$320K 0.04% 393
2021
Q3 		$5.07M Buy
21,132
+1,406
+7% +$361K 0.07% 287
2021
Q2 		$4.81M Buy
19,726
+6,790
+52% +$1.57M 0.07% 288
2021
Q1 		$2.94M Sell
12,936
-1,077
-8% -$252K 0.06% 282
2020
Q4 		$3.05M Sell
14,013
-192
-1% -$37.5K 0.07% 251
2020
Q3 		$2.31M Buy
14,205
+2,895
+26% +$409K 0.06% 281
2020
Q2 		$1.19M Buy
11,310
+1,218
+12% +$93.2K 0.03% 415
2020
Q1 		$529K Buy
10,092
+1,440
+17% +$98.5K 0.02% 595
2019
Q4 		$538K Sell
8,652
-761
-8% -$48.6K 0.01% 709
2019
Q3 		$579K Buy
9,413
+527
+6% +$35.8K 0.02% 642
2019
Q2 		$644K Buy
8,886
+1,101
+14% +$76.9K 0.02% 603
2019
Q1 		$578K Buy
+7,785
New +$564K 0.02% 613
2018
Q4 		– Sell
-7,774
Closed -$772K – 1155
2018
Q3 		$772K Buy
7,774
+968
+14% +$74.7K 0.03% 498
2018
Q2 		$417K Buy
6,806
+394
+6% +$21.7K 0.02% 532
2018
Q1 		$315K Sell
6,412
-2,458
-28% -$113K 0.01% 647
2017
Q4 		$304K Buy
+8,870
New +$325K 0.01% 728

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cetera Advisor Networks's XYZ Position: Q1 2024 in Review

Cetera Advisor Networks increased its Block Inc (XYZ) stake by 4.3% in Q1 2024, buying an estimated $167K and bringing the position to 55,359 shares worth $4.68M. The position accounts for 0.02% of the portfolio, ranked #658.

Cetera Advisor Networks first reported a position in XYZ in Q4 2017 and has held it in 25 quarters since. The position peaked at $6.15M in Q1 2022. 1,069 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Cetera Advisor Networks held 55,359 shares of Block Inc worth $4.68M as of Q1 2024.
  • Cetera Advisor Networks bought 2,302 Block Inc shares in Q1 2024, an estimated $167K.
  • Block Inc made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #658 holding.
  • Cetera Advisor Networks first reported a position in Block Inc in Q4 2017 and has held it in 25 quarters since.
  • Cetera Advisor Networks's Block Inc position peaked at $6.15M in Q1 2022.
  • 1,069 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.