HR
XYZ

Howe & Rusling’s Block Inc XYZ Stock Holding History

Howe & Rusling’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 		– Sell
-25
Closed -$1K – 1078
2022
Q3 		$1K Sell
25
-5
-17% -$354 ﹤0.01% 1027
2022
Q2 		$2K Buy
30
+5
+20% +$457 ﹤0.01% 908
2022
Q1 		$3K Sell
25
-420
-94% -$50.8K ﹤0.01% 819
2021
Q4 		$72K Buy
+445
New +$96.4K 0.01% 288
2020
Q4 		– Sell
-5
Closed -$1K – 1012
2020
Q3 		$1K Buy
+5
New +$706 ﹤0.01% 807
2020
Q2 		– Sell
-5
Closed – – 929
2020
Q1 		$0 Hold
5
– – ﹤0.01% 899
2019
Q4 		$0 Hold
5
– – ﹤0.01% 893
2019
Q3 		$0 Hold
5
– – ﹤0.01% 875
2019
Q2 		$0 Hold
5
– – ﹤0.01% 889
2019
Q1 		$0 Hold
5
– – ﹤0.01% 902
2018
Q4 		$0 Hold
5
– – ﹤0.01% 911
2018
Q3 		$0 Buy
+5
New +$386 ﹤0.01% 915
2018
Q1 		– Sell
-135
Closed -$5K – 1009
2017
Q4 		$5K Sell
135
-52
-28% -$1.9K ﹤0.01% 570
2017
Q3 		$5K Buy
+187
New +$4.89K ﹤0.01% 596

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
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

Howe & Rusling's XYZ Position: Q4 2022 in Review

Howe & Rusling sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 25 shares — an estimated $1K sold.

Howe & Rusling first reported a position in XYZ in Q3 2017 and held it in 14 quarters. The position peaked at $72K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Howe & Rusling reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 25 Block Inc shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Block Inc in Q3 2017 and held it in 14 quarters.
  • Howe & Rusling's Block Inc position peaked at $72K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.