CWS
XYZ

Cypress Wealth Services’s Block Inc XYZ Stock Holding History

Cypress Wealth Services’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
Q2 		– Sell
-1,639
Closed -$222K – 261
2022
Q1 		$222K Sell
1,639
-416
-20% -$50.4K 0.06% 217
2021
Q4 		$332K Sell
2,055
-169
-8% -$36.6K 0.09% 163
2021
Q3 		$533K Sell
2,224
-1,158
-34% -$297K 0.16% 101
2021
Q2 		$825K Sell
3,382
-125
-4% -$29K 0.23% 81
2021
Q1 		$796K Sell
3,507
-7
-0.2% -$1.64K 0.17% 105
2020
Q4 		$765K Buy
+3,514
New +$685K 0.17% 99
2020
Q3 		– Sell
-3,218
Closed -$454K – 513
2020
Q2 		$338K Buy
+3,218
New +$246K 0.08% 188

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cypress Wealth Services's XYZ Position: Q2 2022 in Review

Cypress Wealth Services sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,639 shares — an estimated $222K sold.

Cypress Wealth Services first reported a position in XYZ in Q2 2020 and held it in 7 quarters. The position peaked at $825K in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Cypress Wealth Services reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 1,639 Block Inc shares in Q2 2022, an estimated $222K.
  • Cypress Wealth Services first reported a position in Block Inc in Q2 2020 and held it in 7 quarters.
  • Cypress Wealth Services's Block Inc position peaked at $825K in Q2 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Cypress Wealth Services's 13F filing for Q2 2022, filed 27 Jul 2022.