JWS
XYZ

Juncture Wealth Strategies’s Block Inc XYZ Stock Holding History

Juncture Wealth Strategies’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
-2,412
Closed -$327K – 121
2022
Q1 		$327K Sell
2,412
-1,562
-39% -$189K 0.16% 97
2021
Q4 		$642K Buy
3,974
+461
+13% +$99.9K 0.31% 65
2021
Q3 		$843K Buy
3,513
+249
+8% +$64K 0.44% 49
2021
Q2 		$891K Sell
3,264
-404
-11% -$93.7K 0.51% 45
2021
Q1 		$781K Sell
3,668
-2,384
-39% -$558K 0.49% 49
2020
Q4 		$1.32M Sell
6,052
-987
-14% -$193K 0.83% 26
2020
Q3 		$1.14M Sell
7,039
-129
-2% -$18.2K 0.79% 27
2020
Q2 		$752K Sell
7,168
-302
-4% -$23.1K 0.57% 43
2020
Q1 		$391K Sell
7,470
-140
-2% -$9.57K 0.36% 66
2019
Q4 		$476K Buy
7,610
+162
+2% +$10.4K 0.37% 69
2019
Q3 		$461K Buy
7,448
+710
+11% +$48.2K 0.41% 63
2019
Q2 		$489K Buy
6,738
+460
+7% +$32.1K 0.39% 67
2019
Q1 		$470K Buy
+6,278
New +$455K 0.36% 77

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
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
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Juncture Wealth Strategies's XYZ Position: Q2 2022 in Review

Juncture Wealth Strategies sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,412 shares — an estimated $327K sold.

Juncture Wealth Strategies first reported a position in XYZ in Q1 2019 and held it in 13 quarters. The position peaked at $1.32M in Q4 2020. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Juncture Wealth Strategies reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 2,412 Block Inc shares in Q2 2022, an estimated $327K.
  • Juncture Wealth Strategies first reported a position in Block Inc in Q1 2019 and held it in 13 quarters.
  • Juncture Wealth Strategies's Block Inc position peaked at $1.32M in Q4 2020.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Juncture Wealth Strategies's 13F filing for Q2 2022, filed 14 Jul 2022.