EWG Elevate’s Block Inc XYZ Stock Holding History

EWG Elevate’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	-1,490	Closed	-$93.6K	–	825
2022 Q4	$93.6K	Buy	+1,490	New	+$91.9K	0.05%	122
2021 Q3	–	Sell	-845	Closed	-$204K	–	106
2021 Q2	$204K	Buy	+845	New	+$196K	0.08%	82

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

EWG Elevate's XYZ Position: Q1 2023 in Review

EWG Elevate sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 1,490 shares — an estimated $93.6K sold.

EWG Elevate first reported a position in XYZ in Q2 2021 and held it in 2 quarters. The position peaked at $204K in Q2 2021. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

EWG Elevate reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 1,490 Block Inc shares in Q1 2023, an estimated $93.6K.
EWG Elevate first reported a position in Block Inc in Q2 2021 and held it in 2 quarters.
EWG Elevate's Block Inc position peaked at $204K in Q2 2021.
995 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.