HWM
XYZ

Howard Wealth Management’s Block Inc XYZ Stock Holding History

Howard 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
2024
Q2 		– Sell
-3,058
Closed -$259K – 105
2024
Q1 		$259K Hold
3,058
– – 0.21% 87
2023
Q4 		$237K Buy
+3,058
New +$173K 0.2% 89
2023
Q3 		– Sell
-3,058
Closed -$204K – 102
2023
Q2 		$204K Buy
3,058
+130
+4% +$8.12K 0.18% 99
2023
Q1 		$201K Buy
+2,928
New +$219K 0.17% 107
2022
Q2 		– Sell
-2,928
Closed -$397K – 136
2022
Q1 		$397K Buy
2,928
+20
+0.7% +$2.42K 0.22% 86
2021
Q4 		$469K Sell
2,908
-104
-3% -$22.5K 0.25% 85
2021
Q3 		$722K Hold
3,012
– – 0.4% 64
2021
Q2 		$734K Buy
3,012
+10
+0.3% +$2.32K 0.4% 63
2021
Q1 		$681K Buy
3,002
+80
+3% +$18.7K 0.4% 65
2020
Q4 		$635K Buy
2,922
+39
+1% +$7.61K 0.4% 63
2020
Q3 		$468K Buy
2,883
+2
+0.1% +$282 0.33% 71
2020
Q2 		$302K Buy
+2,881
New +$221K 0.25% 88
2020
Q1 		– Sell
-3,305
Closed -$206K – 522
2019
Q4 		$206K Buy
+3,305
New +$211K 0.17% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howard Wealth Management's XYZ Position: Q2 2024 in Review

Howard Wealth Management sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 3,058 shares — an estimated $259K sold.

Howard Wealth Management first reported a position in XYZ in Q4 2019 and held it in 13 quarters. The position peaked at $734K in Q2 2021. 998 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

  • Howard Wealth Management reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
  • Howard Wealth Management sold 3,058 Block Inc shares in Q2 2024, an estimated $259K.
  • Howard Wealth Management first reported a position in Block Inc in Q4 2019 and held it in 13 quarters.
  • Howard Wealth Management's Block Inc position peaked at $734K in Q2 2021.
  • 998 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Howard Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.