CWA
XYZ

Cypress Wealth Advisors’s Block Inc XYZ Stock Holding History

Cypress 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
2017
Q3 		– Sell
-107,747
Closed -$2.8M – 81
2017
Q2 		$2.8M Buy
107,747
+44,750
+71% +$925K 3.27% 6
2017
Q1 		$1.09M Hold
62,997
– – 0.5% 45
2016
Q4 		$859K Hold
62,997
– – 0.39% 56
2016
Q3 		$735K Buy
+62,997
New +$688K 0.33% 68

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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cypress Wealth Advisors's XYZ Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of Block Inc (XYZ) in Q3 2017, closing a stake of 107,747 shares — an estimated $2.8M sold.

Cypress Wealth Advisors first reported a position in XYZ in Q3 2016 and held it in 4 quarters. The position peaked at $2.8M in Q2 2017. 326 funds tracked by Wall St. Rank hold XYZ as of Q3 2017.

  • Cypress Wealth Advisors reported no remaining Block Inc position as of Q3 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 107,747 Block Inc shares in Q3 2017, an estimated $2.8M.
  • Cypress Wealth Advisors first reported a position in Block Inc in Q3 2016 and held it in 4 quarters.
  • Cypress Wealth Advisors's Block Inc position peaked at $2.8M in Q2 2017.
  • 326 funds tracked by Wall St. Rank held Block Inc as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.