EWM
XYZ

Executive Wealth Management’s Block Inc XYZ Stock Holding History

Executive 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
2022
Q2 		– Sell
-4,219
Closed -$572K – 208
2022
Q1 		$572K Buy
4,219
+359
+9% +$43.5K 0.06% 130
2021
Q4 		$623K Sell
3,860
-301
-7% -$65.2K 0.06% 128
2021
Q3 		$997K Buy
4,161
+7
+0.2% +$1.8K 0.11% 115
2021
Q2 		$1.01M Buy
4,154
+1,345
+48% +$312K 0.11% 118
2021
Q1 		$637K Buy
2,809
+216
+8% +$50.5K 0.07% 126
2020
Q4 		$564K Buy
2,593
+205
+9% +$40K 0.07% 120
2020
Q3 		$388K Buy
2,388
+32
+1% +$4.52K 0.05% 118
2020
Q2 		$247K Buy
+2,356
New +$180K 0.04% 123
2020
Q1 		– Sell
-22,635
Closed -$1.42M – 153
2019
Q4 		$1.42M Sell
22,635
-66
-0.3% -$4.22K 0.19% 75
2019
Q3 		$1.41M Buy
22,701
+591
+3% +$40.1K 0.21% 71
2019
Q2 		$1.6M Buy
22,110
+3,055
+16% +$213K 0.23% 76
2019
Q1 		$1.43M Buy
19,055
+6,965
+58% +$505K 0.26% 66
2018
Q4 		$678K Buy
+12,090
New +$854K 0.12% 88

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

Executive Wealth Management's XYZ Position: Q2 2022 in Review

Executive Wealth Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 4,219 shares — an estimated $572K sold.

Executive Wealth Management first reported a position in XYZ in Q4 2018 and held it in 13 quarters. The position peaked at $1.6M in Q2 2019. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Executive Wealth Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Executive Wealth Management sold 4,219 Block Inc shares in Q2 2022, an estimated $572K.
  • Executive Wealth Management first reported a position in Block Inc in Q4 2018 and held it in 13 quarters.
  • Executive Wealth Management's Block Inc position peaked at $1.6M in Q2 2019.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Executive Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.