Heritage Wealth Management (Arizona)’s Block Inc XYZ Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$54.5K	Buy	868 +408	+89%	+$25.2K	0.01%	488
2022 Q3	$25K	Sell	460 -126	-22%	-$8.92K	0.01%	499
2022 Q2	$36K	Hold	586	–	–	0.01%	471
2022 Q1	$79K	Buy	+586	New	+$70.9K	0.02%	404
2021 Q3	$188K	Sell	782 -241	-24%	-$61.9K	0.07%	229
2021 Q2	$249K	Sell	1,023 -1,588	-61%	-$368K	0.09%	190
2021 Q1	$593K	Buy	+2,611	New	+$611K	0.33%	65

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XYZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Block Inc (XYZ) stake by 89% in Q4 2022, buying an estimated $25.2K and bringing the position to 868 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #488.

Heritage Wealth Management (Arizona) first reported a position in XYZ in Q1 2021 and has held it in 7 quarters since. The position peaked at $593K in Q1 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

Heritage Wealth Management (Arizona) held 868 shares of Block Inc worth $54.5K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 408 Block Inc shares in Q4 2022, an estimated $25.2K.
Block Inc made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #488 holding.
Heritage Wealth Management (Arizona) first reported a position in Block Inc in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Block Inc position peaked at $593K in Q1 2021.
1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.