Executive Wealth Group’s Block Inc XYZ Stock Holding History

Executive Wealth Group’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
2024 Q1	$344K	Buy	+4,500	New	+$325K	0.07%	51
2022 Q2	–	Sell	-1,500	Closed	-$203K	–	48
2022 Q1	$203K	Hold	1,500	–	–	0.13%	47
2021 Q4	$242K	Hold	1,500	–	–	0.15%	46
2021 Q3	$360K	Hold	1,500	–	–	0.22%	40
2021 Q2	$366K	Hold	1,500	–	–	0.22%	38
2021 Q1	$341K	Hold	1,500	–	–	0.21%	40
2020 Q4	$326K	Hold	1,500	–	–	0.22%	37
2020 Q3	$244K	Buy	+1,500	New	+$212K	0.19%	40

Other funds holding XYZ

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

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

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

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

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Executive Wealth Group's XYZ Position: Q1 2024 in Review

Executive Wealth Group opened a new position in Block Inc (XYZ) in Q1 2024: 4,500 shares worth $344K. The stake represents 0.07% of the portfolio and ranks #51 among its holdings. This is a return to the name: Executive Wealth Group previously reported a position in XYZ as recently as Q1 2022.

Executive Wealth Group first reported a position in XYZ in Q3 2020 and has held it in 8 quarters since. The position peaked at $366K in Q2 2021. 1,070 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

Executive Wealth Group held 4,500 shares of Block Inc worth $344K as of Q1 2024.
Block Inc was a new Executive Wealth Group position in Q1 2024.
Block Inc made up 0.07% of Executive Wealth Group's portfolio in Q1 2024, its #51 holding.
Executive Wealth Group first reported a position in Block Inc in Q3 2020 and has held it in 8 quarters since.
Executive Wealth Group's Block Inc position peaked at $366K in Q2 2021.
1,070 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.