Independent Solutions Wealth Management’s Block Inc XYZ Stock Holding History

Independent Solutions 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
2022 Q2	–	Sell	-4,166	Closed	-$565K	–	251
2022 Q1	$565K	Buy	4,166 +209	+5%	+$25.3K	0.13%	125
2021 Q4	$639K	Sell	3,957 -376	-9%	-$81.5K	0.15%	118
2021 Q3	$1.04M	Buy	4,333 +85	+2%	+$21.8K	0.26%	89
2021 Q2	$1.04M	Buy	4,248 +705	+20%	+$164K	0.25%	91
2021 Q1	$804K	Buy	3,543 +997	+39%	+$233K	0.22%	85
2020 Q4	$554K	Buy	2,546 +54	+2%	+$10.5K	0.17%	102
2020 Q3	$405K	Sell	2,492 -3,354	-57%	-$474K	0.15%	108
2020 Q2	$613K	Buy	5,846 +1,487	+34%	+$114K	0.26%	78
2020 Q1	$228K	Buy	4,359 +655	+18%	+$44.8K	0.13%	119
2019 Q4	$232K	Buy	+3,704	New	+$237K	0.1%	146

Other funds holding XYZ

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Solutions Wealth Management's XYZ Position: Q2 2022 in Review

Independent Solutions Wealth Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 4,166 shares — an estimated $565K sold.

Independent Solutions Wealth Management first reported a position in XYZ in Q4 2019 and held it in 10 quarters. The position peaked at $1.04M in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Independent Solutions Wealth Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 4,166 Block Inc shares in Q2 2022, an estimated $565K.
Independent Solutions Wealth Management first reported a position in Block Inc in Q4 2019 and held it in 10 quarters.
Independent Solutions Wealth Management's Block Inc position peaked at $1.04M in Q3 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2022, filed 19 Dec 2024.