CWA
XYZ

Clarus Wealth Advisors’s Block Inc XYZ Stock Holding History

Clarus Wealth Advisors’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
Q3 		– Sell
-838
Closed -$61K – 565
2019
Q2 		$61K Sell
838
-2,140
-72% -$150K 0.04% 251
2019
Q1 		$223K Buy
+2,978
New +$216K 0.17% 82
2018
Q4 		– Sell
-100
Closed -$10K – 724
2018
Q3 		$10K Hold
100
– – 0.01% 544
2018
Q2 		$5K Buy
+100
New +$5.5K ﹤0.01% 630

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clarus Wealth Advisors's XYZ Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Block Inc (XYZ) in Q3 2019, closing a stake of 838 shares — an estimated $61K sold.

Clarus Wealth Advisors first reported a position in XYZ in Q2 2018 and held it in 4 quarters. The position peaked at $223K in Q1 2019. 695 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Block Inc position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 838 Block Inc shares in Q3 2019, an estimated $61K.
  • Clarus Wealth Advisors first reported a position in Block Inc in Q2 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's Block Inc position peaked at $223K in Q1 2019.
  • 695 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.