LWM
XYZ

Laidlaw Wealth Management’s Block Inc XYZ Stock Holding History

Laidlaw 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
2022
Q2 		– Sell
-2,087
Closed -$283K – 422
2022
Q1 		$283K Sell
2,087
-739
-26% -$89.5K 0.05% 312
2021
Q4 		$456K Sell
2,826
-392
-12% -$84.9K 0.07% 239
2021
Q3 		$772K Buy
3,218
+810
+34% +$208K 0.2% 110
2021
Q2 		$587K Buy
+2,408
New +$559K 0.15% 133
2021
Q1 		– Sell
-2,287
Closed -$498K – 375
2020
Q4 		$498K Buy
+2,287
New +$446K 0.1% 192

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

Laidlaw Wealth Management's XYZ Position: Q2 2022 in Review

Laidlaw Wealth Management sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,087 shares — an estimated $283K sold.

Laidlaw Wealth Management first reported a position in XYZ in Q4 2020 and held it in 5 quarters. The position peaked at $772K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Laidlaw Wealth Management reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,087 Block Inc shares in Q2 2022, an estimated $283K.
  • Laidlaw Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 5 quarters.
  • Laidlaw Wealth Management's Block Inc position peaked at $772K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Laidlaw Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.