JPLA
XYZ

Joseph P. Lucia & Associates’s Block Inc XYZ Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-1
Closed – – 459
2022
Q2 		$0 Sell
1
-3
-75% -$274 ﹤0.01% 516
2022
Q1 		$1K Buy
+4
New +$484 ﹤0.01% 433
2021
Q4 		– Sell
-39
Closed -$9K – 573
2021
Q3 		$9K Hold
39
– – 0.01% 392
2021
Q2 		$10K Hold
39
– – 0.01% 389
2021
Q1 		$9K Sell
39
-65
-63% -$15.2K ﹤0.01% 377
2020
Q4 		$23K Buy
+104
New +$20.3K 0.02% 259
2020
Q3 		– Sell
-3,520
Closed -$369K – 475
2020
Q2 		$369K Buy
3,520
+2,720
+340% +$208K 0.33% 70
2020
Q1 		$42K Sell
800
-400
-33% -$27.4K 0.05% 169
2019
Q4 		$75K Hold
1,200
– – 0.07% 147
2019
Q3 		$74K Buy
1,200
+600
+100% +$40.8K 0.08% 145
2019
Q2 		$44K Buy
+600
New +$41.9K 0.05% 183

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Joseph P. Lucia & Associates's XYZ Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Block Inc (XYZ) in Q3 2022, closing a stake of 1 share.

Joseph P. Lucia & Associates first reported a position in XYZ in Q2 2019 and held it in 11 quarters. The position peaked at $369K in Q2 2020. 973 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Block Inc position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1 Block Inc share in Q3 2022.
  • Joseph P. Lucia & Associates first reported a position in Block Inc in Q2 2019 and held it in 11 quarters.
  • Joseph P. Lucia & Associates's Block Inc position peaked at $369K in Q2 2020.
  • 973 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.