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High Net Worth Advisory Group’s Block Inc XYZ Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-100
Closed -$6.28K – 602
2022
Q4 		$6.28K Hold
100
– – ﹤0.01% 528
2022
Q3 		$5K Hold
100
– – ﹤0.01% 591
2022
Q2 		$6K Hold
100
– – ﹤0.01% 577
2022
Q1 		$14K Hold
100
– – 0.01% 493
2021
Q4 		$16K Buy
+100
New +$21.7K 0.01% 497

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

High Net Worth Advisory Group's XYZ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 100 shares — an estimated $6.28K sold.

High Net Worth Advisory Group first reported a position in XYZ in Q4 2021 and held it in 5 quarters. The position peaked at $16K in Q4 2021. 996 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 100 Block Inc shares in Q1 2023, an estimated $6.28K.
  • High Net Worth Advisory Group first reported a position in Block Inc in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Block Inc position peaked at $16K in Q4 2021.
  • 996 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.