CS
XYZ

Comerica Securities’s Block Inc XYZ Stock Holding History

Comerica Securities’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 		– Sell
-1,970
Closed -$124K – 1452
2022
Q4 		$124K Buy
+1,970
New +$122K 0.01% 561
2022
Q2 		– Sell
-1,650
Closed -$224K – 517
2022
Q1 		$224K Sell
1,650
-111
-6% -$13.4K 0.02% 461
2021
Q4 		$284K Buy
1,761
+70
+4% +$15.2K 0.02% 431
2021
Q3 		$406K Buy
1,691
+155
+10% +$39.8K 0.03% 349
2021
Q2 		$374K Sell
1,536
-1,000
-39% -$232K 0.03% 363
2021
Q1 		$576K Sell
2,536
-653
-20% -$153K 0.04% 296
2020
Q4 		$694K Buy
3,189
+185
+6% +$36.1K 0.06% 253
2020
Q3 		$488K Sell
3,004
-62
-2% -$8.75K 0.04% 279
2020
Q2 		$322K Buy
+3,066
New +$235K 0.03% 331

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 $5.72T AUM 30.48% 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 $295B AUM 31.6% 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 $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

Comerica Securities's XYZ Position: Q1 2023 in Review

Comerica Securities sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 1,970 shares — an estimated $124K sold.

Comerica Securities first reported a position in XYZ in Q2 2020 and held it in 9 quarters. The position peaked at $694K in Q4 2020. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Comerica Securities reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Comerica Securities sold 1,970 Block Inc shares in Q1 2023, an estimated $124K.
  • Comerica Securities first reported a position in Block Inc in Q2 2020 and held it in 9 quarters.
  • Comerica Securities's Block Inc position peaked at $694K in Q4 2020.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.