CW
XYZ

Connectus Wealth’s Block Inc XYZ Stock Holding History

Connectus Wealth’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
2022
Q4 		– Sell
-4,500
Closed -$247K – 526
2022
Q3 		$247K Sell
4,500
-20
-0.4% -$1.42K 0.01% 461
2022
Q2 		$278K Sell
4,520
-282
-6% -$25.8K 0.01% 389
2022
Q1 		$776K Sell
4,802
-14
-0.3% -$1.7K 0.02% 272
2021
Q4 		$778K Buy
+4,816
New +$1.04M 0.03% 237

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Connectus Wealth's XYZ Position: Q4 2022 in Review

Connectus Wealth sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 4,500 shares — an estimated $247K sold.

Connectus Wealth first reported a position in XYZ in Q4 2021 and held it in 4 quarters. The position peaked at $778K in Q4 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Connectus Wealth reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Connectus Wealth sold 4,500 Block Inc shares in Q4 2022, an estimated $247K.
  • Connectus Wealth first reported a position in Block Inc in Q4 2021 and held it in 4 quarters.
  • Connectus Wealth's Block Inc position peaked at $778K in Q4 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.