GWMIA
XYZ

Global Wealth Management Investment Advisory’s Block Inc XYZ Stock Holding History

Global Wealth Management Investment Advisory’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 		– Sell
-573
Closed -$44.3K – 466
2023
Q4 		$44.3K Sell
573
-524
-48% -$29.6K 0.01% 197
2023
Q3 		$48.5K Buy
1,097
+93
+9% +$5.76K 0.01% 196
2023
Q2 		$66.8K Buy
+1,004
New +$62.7K 0.02% 183
2022
Q3 		– Sell
-12,401
Closed -$762K – 508
2022
Q2 		$762K Buy
12,401
+3,657
+42% +$334K 0.26% 86
2022
Q1 		$1.19M Buy
8,744
+2,833
+48% +$343K 0.35% 78
2021
Q4 		$955K Sell
5,911
-921
-13% -$200K 0.29% 87
2021
Q3 		$1.64M Buy
6,832
+996
+17% +$256K 0.52% 70
2021
Q2 		$1.42M Buy
5,836
+406
+7% +$94.2K 0.47% 72
2021
Q1 		$1.23M Sell
5,430
-861
-14% -$201K 0.44% 71
2020
Q4 		$1.37M Buy
6,291
+482
+8% +$94K 0.53% 66
2020
Q3 		$944K Sell
5,809
-883
-13% -$125K 0.41% 70
2020
Q2 		$702K Buy
6,692
+430
+7% +$32.9K 0.3% 77
2020
Q1 		$328K Buy
6,262
+507
+9% +$34.7K 0.17% 88
2019
Q4 		$360K Buy
5,755
+696
+14% +$44.5K 0.15% 91
2019
Q3 		$313K Buy
5,059
+821
+19% +$55.8K 0.14% 90
2019
Q2 		$307K Buy
4,238
+342
+9% +$23.9K 0.15% 89
2019
Q1 		$292K Buy
3,896
+377
+11% +$27.3K 0.15% 96
2018
Q4 		$197K Buy
+3,519
New +$248K 0.11% 132

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global Wealth Management Investment Advisory's XYZ Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 573 shares — an estimated $44.3K sold.

Global Wealth Management Investment Advisory first reported a position in XYZ in Q4 2018 and held it in 18 quarters. The position peaked at $1.64M in Q3 2021. 1,069 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 573 Block Inc shares in Q1 2024, an estimated $44.3K.
  • Global Wealth Management Investment Advisory first reported a position in Block Inc in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Block Inc position peaked at $1.64M in Q3 2021.
  • 1,069 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.