EWA
XYZ

Encompass Wealth Advisors’s Block Inc XYZ Stock Holding History

Encompass Wealth Advisors’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
-1,734
Closed -$235K – 250
2022
Q1 		$235K Hold
1,734
– – 0.06% 197
2021
Q4 		$280K Buy
1,734
+115
+7% +$24.9K 0.07% 191
2021
Q3 		$388K Buy
1,619
+40
+3% +$10.3K 0.1% 149
2021
Q2 		$384K Buy
+1,579
New +$366K 0.09% 158

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Encompass Wealth Advisors's XYZ Position: Q2 2022 in Review

Encompass Wealth Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 1,734 shares — an estimated $235K sold.

Encompass Wealth Advisors first reported a position in XYZ in Q2 2021 and held it in 4 quarters. The position peaked at $388K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Encompass Wealth Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Encompass Wealth Advisors sold 1,734 Block Inc shares in Q2 2022, an estimated $235K.
  • Encompass Wealth Advisors first reported a position in Block Inc in Q2 2021 and held it in 4 quarters.
  • Encompass Wealth Advisors's Block Inc position peaked at $388K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Encompass Wealth Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.