EWM
XYZ

Elmwood Wealth Management’s Block Inc XYZ Stock Holding History

Elmwood 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
-75
Closed -$12K – 345
2021
Q4 		$12K Buy
+75
New +$16.3K 0.01% 282
2021
Q2 		$18K Hold
75
– – 0.01% 228
2021
Q1 		$17K Buy
+75
New +$17.5K 0.01% 227
2020
Q3 		$8K Hold
75
– – 0.01% 198
2020
Q2 		$8K Buy
+75
New +$5.74K 0.01% 198
2019
Q4 		– Sell
-150
Closed -$9K – 257
2019
Q3 		$9K Hold
150
– – 0.01% 189
2019
Q2 		$11K Hold
150
– – 0.01% 189
2019
Q1 		$11K Hold
150
– – 0.01% 188
2018
Q4 		$8K Buy
+150
New +$10.6K 0.01% 208

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Elmwood Wealth Management sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 75 shares — an estimated $12K sold.

Elmwood Wealth Management first reported a position in XYZ in Q4 2018 and held it in 9 quarters. The position peaked at $18K in Q2 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 75 Block Inc shares in Q1 2022, an estimated $12K.
  • Elmwood Wealth Management first reported a position in Block Inc in Q4 2018 and held it in 9 quarters.
  • Elmwood Wealth Management's Block Inc position peaked at $18K in Q2 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.