DWM
XYZ

Destination Wealth Management’s Block Inc XYZ Stock Holding History

Destination 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
2019
Q3 		– Sell
-125
Closed -$9K – 521
2019
Q2 		$9K Hold
125
– – ﹤0.01% 447
2019
Q1 		$9K Buy
+125
New +$9.06K ﹤0.01% 501

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Destination Wealth Management's XYZ Position: Q3 2019 in Review

Destination Wealth Management sold out of Block Inc (XYZ) in Q3 2019, closing a stake of 125 shares — an estimated $9K sold.

Destination Wealth Management first reported a position in XYZ in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q2 2019. 695 funds tracked by Wall St. Rank hold XYZ as of Q3 2019.

  • Destination Wealth Management reported no remaining Block Inc position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 125 Block Inc shares in Q3 2019, an estimated $9K.
  • Destination Wealth Management first reported a position in Block Inc in Q1 2019 and held it in 2 quarters.
  • Destination Wealth Management's Block Inc position peaked at $9K in Q2 2019.
  • 695 funds tracked by Wall St. Rank held Block Inc as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.