Endurance Wealth Management’s Block Inc XYZ Stock Holding History

Endurance 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
2023 Q1	–	Sell	-1,000	Closed	-$63K	–	666
2022 Q4	$63K	Buy	1,000 +40	+4%	+$2.47K	0.01%	298
2022 Q3	$53K	Buy	960 +300	+45%	+$21.2K	0.01%	319
2022 Q2	$41K	Hold	660	–	–	0.01%	351
2022 Q1	$89K	Buy	660 +600	+1,000%	+$72.6K	0.01%	292
2021 Q4	$10K	Sell	60 -300	-83%	-$65K	﹤0.01%	509
2021 Q3	$86K	Hold	360	–	–	0.01%	300
2021 Q2	$87K	Hold	360	–	–	0.01%	302
2021 Q1	$82K	Buy	360 +60	+20%	+$14K	0.01%	302
2020 Q4	$65K	Buy	+300	New	+$58.5K	0.01%	289
2020 Q2	–	Sell	-1,000	Closed	-$52K	–	629
2020 Q1	$52K	Buy	+1,000	New	+$68.4K	0.01%	275
2018 Q3	–	Sell	-2,000	Closed	-$123K	–	498
2018 Q2	$123K	Hold	2,000	–	–	0.02%	206
2018 Q1	$98K	Hold	2,000	–	–	0.02%	223
2017 Q4	$69K	Sell	2,000 -500	-20%	-$18.3K	0.01%	248
2017 Q3	$72K	Hold	2,500	–	–	0.01%	241
2017 Q2	$59K	Hold	2,500	–	–	0.01%	260
2017 Q1	$43K	Hold	2,500	–	–	0.01%	287
2016 Q4	$34K	Hold	2,500	–	–	0.01%	300
2016 Q3	$29K	Hold	2,500	–	–	0.01%	312
2016 Q2	$23K	Buy	+2,500	New	+$28.3K	﹤0.01%	317

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Endurance Wealth Management's XYZ Position: Q1 2023 in Review

Endurance Wealth Management sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 1,000 shares — an estimated $63K sold.

Endurance Wealth Management first reported a position in XYZ in Q2 2016 and held it in 19 quarters. The position peaked at $123K in Q2 2018. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

Endurance Wealth Management reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
Endurance Wealth Management sold 1,000 Block Inc shares in Q1 2023, an estimated $63K.
Endurance Wealth Management first reported a position in Block Inc in Q2 2016 and held it in 19 quarters.
Endurance Wealth Management's Block Inc position peaked at $123K in Q2 2018.
995 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Endurance Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.