CWM
XYZ

CMH Wealth Management’s Block Inc XYZ Stock Holding History

CMH 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
2020
Q1 		– Sell
-78,090
Closed -$4.88M – 60
2019
Q4 		$4.88M Buy
78,090
+30,620
+65% +$1.96M 2.51% 10
2019
Q3 		$2.94M Buy
47,470
+605
+1% +$41.1K 1.67% 25
2019
Q2 		$3.4M Buy
46,865
+20,390
+77% +$1.42M 1.99% 17
2019
Q1 		$1.98M Buy
26,475
+350
+1% +$25.4K 1.2% 38
2018
Q4 		$1.47M Buy
+26,125
New +$1.84M 0.88% 47

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CMH Wealth Management's XYZ Position: Q1 2020 in Review

CMH Wealth Management sold out of Block Inc (XYZ) in Q1 2020, closing a stake of 78,090 shares — an estimated $4.88M sold.

CMH Wealth Management first reported a position in XYZ in Q4 2018 and held it in 5 quarters. The position peaked at $4.88M in Q4 2019. 756 funds tracked by Wall St. Rank hold XYZ as of Q1 2020.

  • CMH Wealth Management reported no remaining Block Inc position as of Q1 2020 after selling out during the quarter.
  • CMH Wealth Management sold 78,090 Block Inc shares in Q1 2020, an estimated $4.88M.
  • CMH Wealth Management first reported a position in Block Inc in Q4 2018 and held it in 5 quarters.
  • CMH Wealth Management's Block Inc position peaked at $4.88M in Q4 2019.
  • 756 funds tracked by Wall St. Rank held Block Inc as of Q1 2020.

Based on CMH Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.