Good Life Advisors’s Block Inc XYZ Stock Holding History

Good Life 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
2023 Q4	–	Sell	-7,576	Closed	-$335K	–	454
2023 Q3	$335K	Buy	7,576 +2,046	+37%	+$127K	0.04%	285
2023 Q2	$368K	Sell	5,530 -455	-8%	-$28.4K	0.04%	274
2023 Q1	$411K	Buy	+5,985	New	+$448K	0.05%	240
2022 Q2	–	Sell	-1,967	Closed	-$267K	–	410
2022 Q1	$267K	Buy	+1,967	New	+$238K	0.03%	310
2021 Q4	–	Sell	-1,199	Closed	-$288K	–	410
2021 Q3	$288K	Sell	1,199 -64	-5%	-$16.4K	0.04%	276
2021 Q2	$308K	Buy	1,263 +195	+18%	+$45.2K	0.06%	224
2021 Q1	$243K	Sell	1,068 -96	-8%	-$22.5K	0.05%	253
2020 Q4	$251K	Buy	+1,164	New	+$227K	0.06%	212
2020 Q1	–	Sell	-4,991	Closed	-$315K	–	282
2019 Q4	$315K	Sell	4,991 -375	-7%	-$24K	0.09%	182
2019 Q3	$336K	Sell	5,366 -21	-0.4%	-$1.43K	0.1%	157
2019 Q2	$396K	Buy	5,387 +900	+20%	+$62.9K	0.11%	135
2019 Q1	$343K	Buy	+4,487	New	+$325K	0.1%	152
2018 Q4	–	Sell	-2,043	Closed	-$203K	–	269
2018 Q3	$203K	Buy	+2,043	New	+$158K	0.06%	237

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

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Good Life Advisors's XYZ Position: Q4 2023 in Review

Good Life Advisors sold out of Block Inc (XYZ) in Q4 2023, closing a stake of 7,576 shares — an estimated $335K sold.

Good Life Advisors first reported a position in XYZ in Q3 2018 and held it in 13 quarters. The position peaked at $411K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold XYZ as of Q4 2023.

Good Life Advisors reported no remaining Block Inc position as of Q4 2023 after selling out during the quarter.
Good Life Advisors sold 7,576 Block Inc shares in Q4 2023, an estimated $335K.
Good Life Advisors first reported a position in Block Inc in Q3 2018 and held it in 13 quarters.
Good Life Advisors's Block Inc position peaked at $411K in Q1 2023.
1,031 funds tracked by Wall St. Rank held Block Inc as of Q4 2023.

Based on Good Life Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.