Kiley Juergens Wealth Management’s Block Inc XYZ Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-500	Closed	-$49K	–	686
2018 Q3	$49K	Hold	500	–	–	0.04%	236
2018 Q2	$30K	Buy	+500	New	+$27.5K	0.03%	270
2018 Q1	–	Sell	-500	Closed	-$17K	–	628
2017 Q4	$17K	Buy	+500	New	+$18.3K	0.02%	376

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Kiley Juergens Wealth Management's XYZ Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Block Inc (XYZ) in Q4 2018, closing a stake of 500 shares — an estimated $49K sold.

Kiley Juergens Wealth Management first reported a position in XYZ in Q4 2017 and held it in 3 quarters. The position peaked at $49K in Q3 2018. 657 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Block Inc position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 500 Block Inc shares in Q4 2018, an estimated $49K.
Kiley Juergens Wealth Management first reported a position in Block Inc in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Block Inc position peaked at $49K in Q3 2018.
657 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.