EWM
XYZ

Elite Wealth Management’s Block Inc XYZ Stock Holding History

Elite 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
Q4 		– Sell
-3,920
Closed -$216K – 55
2022
Q3 		$216K Sell
3,920
-96
-2% -$6.8K 0.02% 46
2022
Q2 		$247K Sell
4,016
-174
-4% -$15.9K 0.04% 47
2022
Q1 		$568K Buy
4,190
+400
+11% +$48.4K 0.09% 37
2021
Q4 		$612K Buy
3,790
+2,062
+119% +$447K 0.09% 36
2021
Q3 		$414K Buy
1,728
+13
+0.8% +$3.34K 0.08% 43
2021
Q2 		$418 Buy
1,715
+84
+5% +$19.5K 0.04% 40
2021
Q1 		$370 Buy
1,631
+470
+40% +$110K 0.05% 40
2020
Q4 		$253K Buy
+1,161
New +$226K 0.03% 46
2016
Q3 		$3K Buy
+281
New +$3.07K ﹤0.01% 194

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Elite Wealth Management's XYZ Position: Q4 2022 in Review

Elite Wealth Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 3,920 shares — an estimated $216K sold.

Elite Wealth Management first reported a position in XYZ in Q3 2016 and held it in 9 quarters. The position peaked at $612K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Elite Wealth Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Elite Wealth Management sold 3,920 Block Inc shares in Q4 2022, an estimated $216K.
  • Elite Wealth Management first reported a position in Block Inc in Q3 2016 and held it in 9 quarters.
  • Elite Wealth Management's Block Inc position peaked at $612K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Elite Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.