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
2020 Q4	–	Sell	-3,622	Closed	-$563K	–	528
2020 Q3	$563K	Buy	+3,622	New	+$511K	0.14%	119

Other funds holding XYZ

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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.