DWM
XYZ

Doyle Wealth Management’s Block Inc XYZ Stock Holding History

Doyle 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
2022
Q2 		– Sell
-2,390
Closed -$324K – 255
2022
Q1 		$324K Buy
2,390
+100
+4% +$12.1K 0.02% 194
2021
Q4 		$370K Hold
2,290
– – 0.03% 167
2021
Q3 		$549K Buy
2,290
+200
+10% +$51.4K 0.04% 138
2021
Q2 		$510K Hold
2,090
– – 0.04% 138
2021
Q1 		$475K Buy
2,090
+200
+11% +$46.8K 0.05% 143
2020
Q4 		$411K Buy
+1,890
New +$369K 0.04% 146
2019
Q3 		– Sell
-300
Closed -$22K – 797
2019
Q2 		$22K Buy
+300
New +$21K ﹤0.01% 496
2019
Q1 		– Sell
-525
Closed -$29K – 787
2018
Q4 		$29K Buy
+525
New +$37.1K ﹤0.01% 463

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Doyle Wealth Management's XYZ Position: Q2 2022 in Review

Doyle Wealth Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,390 shares — an estimated $324K sold.

Doyle Wealth Management first reported a position in XYZ in Q4 2018 and held it in 8 quarters. The position peaked at $549K in Q3 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Doyle Wealth Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 2,390 Block Inc shares in Q2 2022, an estimated $324K.
  • Doyle Wealth Management first reported a position in Block Inc in Q4 2018 and held it in 8 quarters.
  • Doyle Wealth Management's Block Inc position peaked at $549K in Q3 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.