EWA
XYZ

Evolution Wealth Advisors’s Block Inc XYZ Stock Holding History

Evolution 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
Q1 		– Sell
-1,727
Closed -$279 – 148
2021
Q4 		$279 Sell
1,727
-317
-16% -$68.7K 0.04% 99
2021
Q3 		$490K Buy
2,044
+1,093
+115% +$281K 0.11% 62
2021
Q2 		$232K Buy
951
+707
+290% +$164K 0.05% 106
2021
Q1 		$55K Sell
244
-1,713
-88% -$401K 0.01% 190
2020
Q4 		$426K Sell
1,957
-211
-10% -$41.2K 0.1% 77
2020
Q3 		$352K Sell
2,168
-613
-22% -$86.6K 0.1% 76
2020
Q2 		$292K Buy
2,781
+740
+36% +$56.7K 0.1% 67
2020
Q1 		$107K Buy
2,041
+1,541
+308% +$105K 0.04% 83
2019
Q4 		$31K Buy
500
+100
+25% +$6.39K 0.01% 187
2019
Q3 		$25K Sell
400
-1,158
-74% -$78.7K 0.01% 82
2019
Q2 		$113K Sell
1,558
-105
-6% -$7.34K 0.05% 60
2019
Q1 		$125K Buy
+1,663
New +$121K 0.06% 56

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

Evolution Wealth Advisors's XYZ Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Block Inc (XYZ) in Q1 2022, closing a stake of 1,727 shares — an estimated $279 sold.

Evolution Wealth Advisors first reported a position in XYZ in Q1 2019 and held it in 12 quarters. The position peaked at $490K in Q3 2021. 1,248 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining Block Inc position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,727 Block Inc shares in Q1 2022, an estimated $279.
  • Evolution Wealth Advisors first reported a position in Block Inc in Q1 2019 and held it in 12 quarters.
  • Evolution Wealth Advisors's Block Inc position peaked at $490K in Q3 2021.
  • 1,248 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.