KCS Wealth Advisory’s Block Inc XYZ Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-74	Closed	-$4.58K	–	424
2019 Q3	$4.58K	Buy	+74	New	+$5.03K	﹤0.01%	393

Other funds holding XYZ

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

KCS Wealth Advisory's XYZ Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Block Inc (XYZ) in Q4 2019, closing a stake of 74 shares — an estimated $4.58K sold.

KCS Wealth Advisory first reported a position in XYZ in Q3 2019 and held it in 1 quarter. The position peaked at $4.58K in Q3 2019. 785 funds tracked by Wall St. Rank hold XYZ as of Q4 2019.

KCS Wealth Advisory reported no remaining Block Inc position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 74 Block Inc shares in Q4 2019, an estimated $4.58K.
KCS Wealth Advisory first reported a position in Block Inc in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Block Inc position peaked at $4.58K in Q3 2019.
785 funds tracked by Wall St. Rank held Block Inc as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.