JAWM
XYZ

J. Arnold Wealth Management’s Block Inc XYZ Stock Holding History

J. Arnold 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
2023
Q1 		– Sell
-3,351
Closed -$211K – 86
2022
Q4 		$211K Buy
+3,351
New +$207K 0.1% 37
2021
Q4 		– Sell
-3,511
Closed -$842K – 69
2021
Q3 		$842K Buy
3,511
+222
+7% +$57K 0.41% 21
2021
Q2 		$802K Buy
3,289
+119
+4% +$27.6K 0.39% 24
2021
Q1 		$720K Sell
3,170
-195
-6% -$45.6K 0.4% 26
2020
Q4 		$732K Buy
3,365
+1,289
+62% +$251K 0.43% 19
2020
Q3 		$337K Sell
2,076
-159
-7% -$22.4K 0.25% 22
2020
Q2 		$235K Sell
2,235
-6,850
-75% -$524K 0.2% 33
2020
Q1 		$476K Sell
9,085
-8,515
-48% -$582K 1.39% 9
2019
Q4 		$1.1M Buy
+17,600
New +$1.12M 1.41% 16

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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

J. Arnold Wealth Management's XYZ Position: Q1 2023 in Review

J. Arnold Wealth Management sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 3,351 shares — an estimated $211K sold.

J. Arnold Wealth Management first reported a position in XYZ in Q4 2019 and held it in 9 quarters. The position peaked at $1.1M in Q4 2019. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • J. Arnold Wealth Management reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • J. Arnold Wealth Management sold 3,351 Block Inc shares in Q1 2023, an estimated $211K.
  • J. Arnold Wealth Management first reported a position in Block Inc in Q4 2019 and held it in 9 quarters.
  • J. Arnold Wealth Management's Block Inc position peaked at $1.1M in Q4 2019.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on J. Arnold Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.