GWM
XYZ

Gupta Wealth Management’s Block Inc XYZ Stock Holding History

Gupta 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
2016
Q1 		– Sell
-1,000
Closed -$13K – 1300
2015
Q4 		$13K Buy
+1,000
New +$12.3K ﹤0.01% 824

Other funds holding XYZ

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
KDA
KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Gupta Wealth Management's XYZ Position: Q1 2016 in Review

Gupta Wealth Management sold out of Block Inc (XYZ) in Q1 2016, closing a stake of 1,000 shares — an estimated $13K sold.

Gupta Wealth Management first reported a position in XYZ in Q4 2015 and held it in 1 quarter. The position peaked at $13K in Q4 2015. 118 funds tracked by Wall St. Rank hold XYZ as of Q1 2016.

  • Gupta Wealth Management reported no remaining Block Inc position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,000 Block Inc shares in Q1 2016, an estimated $13K.
  • Gupta Wealth Management first reported a position in Block Inc in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Block Inc position peaked at $13K in Q4 2015.
  • 118 funds tracked by Wall St. Rank held Block Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.