EWM
XYZ

Edge Wealth Management’s Block Inc XYZ Stock Holding History

Edge 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
Q1 		– Sell
-22
Closed -$4K – 474
2021
Q4 		$4K Buy
22
+11
+100% +$2.38K ﹤0.01% 368
2021
Q3 		$3K Sell
11
-350
-97% -$89.9K ﹤0.01% 413
2021
Q2 		$88K Hold
361
– – 0.02% 146
2021
Q1 		$82K Buy
361
+111
+44% +$26K 0.02% 152
2020
Q4 		$54K Hold
250
– – 0.01% 175
2020
Q3 		$41K Sell
250
-270
-52% -$38.1K 0.01% 214
2020
Q2 		$55K Buy
+520
New +$39.8K 0.01% 264
2018
Q4 		– Sell
-600
Closed -$59K – 635
2018
Q3 		$59K Buy
+600
New +$46.3K 0.01% 239

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Edge Wealth Management's XYZ Position: Q1 2022 in Review

Edge Wealth Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 22 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in XYZ in Q3 2018 and held it in 8 quarters. The position peaked at $88K in Q2 2021. 1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Edge Wealth Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 22 Block Inc shares in Q1 2022, an estimated $4K.
  • Edge Wealth Management first reported a position in Block Inc in Q3 2018 and held it in 8 quarters.
  • Edge Wealth Management's Block Inc position peaked at $88K in Q2 2021.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.