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XYZ

Kore Private Wealth’s Block Inc XYZ Stock Holding History

Kore Private Wealth’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
-2,880
Closed -$390K – 348
2022
Q1 		$390K Buy
+2,880
New +$349K 0.05% 202
2021
Q4 		– Sell
-2,417
Closed -$580K – 458
2021
Q3 		$580K Buy
2,417
+396
+20% +$102K 0.06% 217
2021
Q2 		$493K Sell
2,021
-149
-7% -$34.6K 0.06% 223
2021
Q1 		$493K Buy
2,170
+3
+0.1% +$702 0.07% 193
2020
Q4 		$472K Buy
2,167
+282
+15% +$55K 0.07% 174
2020
Q3 		$306K Buy
1,885
+474
+34% +$66.9K 0.06% 193
2020
Q2 		$148K Buy
1,411
+364
+35% +$27.9K 0.03% 277
2020
Q1 		$55K Buy
1,047
+1,005
+2,393% +$68.7K 0.01% 397
2019
Q4 		$3K Buy
+42
New +$2.68K ﹤0.01% 912
2019
Q2 		– Sell
-81
Closed -$6K – 808
2019
Q1 		$6K Hold
81
– – ﹤0.01% 753
2018
Q4 		$5K Buy
+81
New +$5.72K ﹤0.01% 696

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 $175B AUM 40.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kore Private Wealth's XYZ Position: Q2 2022 in Review

Kore Private Wealth sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,880 shares — an estimated $390K sold.

Kore Private Wealth first reported a position in XYZ in Q4 2018 and held it in 11 quarters. The position peaked at $580K in Q3 2021. 1,028 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Kore Private Wealth reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Kore Private Wealth sold 2,880 Block Inc shares in Q2 2022, an estimated $390K.
  • Kore Private Wealth first reported a position in Block Inc in Q4 2018 and held it in 11 quarters.
  • Kore Private Wealth's Block Inc position peaked at $580K in Q3 2021.
  • 1,028 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Kore Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.