Concert Wealth Management’s Block Inc XYZ Stock Holding History

Concert 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
2017 Q2	–	Sell	-10,513	Closed	-$144K	–	459
2017 Q1	$144K	Buy	+10,513	New	+$164K	0.03%	462

Other funds holding XYZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Concert Wealth Management's XYZ Position: Q2 2017 in Review

Concert Wealth Management sold out of Block Inc (XYZ) in Q2 2017, closing a stake of 10,513 shares — an estimated $144K sold.

Concert Wealth Management first reported a position in XYZ in Q1 2017 and held it in 1 quarter. The position peaked at $144K in Q1 2017. 290 funds tracked by Wall St. Rank hold XYZ as of Q2 2017.

Concert Wealth Management reported no remaining Block Inc position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 10,513 Block Inc shares in Q2 2017, an estimated $144K.
Concert Wealth Management first reported a position in Block Inc in Q1 2017 and held it in 1 quarter.
Concert Wealth Management's Block Inc position peaked at $144K in Q1 2017.
290 funds tracked by Wall St. Rank held Block Inc as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.