LSPW
XYZ

Lake Street Private Wealth’s Block Inc XYZ Stock Holding History

Lake Street 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
-2,395
Closed -$325K – 339
2022
Q1 		$325K Sell
2,395
-62
-3% -$7.51K 0.06% 241
2021
Q4 		$397K Buy
2,457
+374
+18% +$81K 0.07% 224
2021
Q3 		$500K Buy
2,083
+49
+2% +$12.6K 0.12% 147
2021
Q2 		$492K Buy
2,034
+96
+5% +$22.3K 0.13% 141
2021
Q1 		$440K Sell
1,938
-15
-0.8% -$3.51K 0.12% 151
2020
Q4 		$425K Sell
1,953
-291
-13% -$56.8K 0.12% 142
2020
Q3 		$365K Sell
2,244
-343
-13% -$48.4K 0.12% 127
2020
Q2 		$271K Buy
+2,587
New +$198K 0.1% 133
2019
Q4 		– Sell
-4,215
Closed -$261K – 168
2019
Q3 		$261K Buy
+4,215
New +$286K 0.12% 134

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

Lake Street Private Wealth's XYZ Position: Q2 2022 in Review

Lake Street Private Wealth sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 2,395 shares — an estimated $325K sold.

Lake Street Private Wealth first reported a position in XYZ in Q3 2019 and held it in 9 quarters. The position peaked at $500K in Q3 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Lake Street Private Wealth reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Lake Street Private Wealth sold 2,395 Block Inc shares in Q2 2022, an estimated $325K.
  • Lake Street Private Wealth first reported a position in Block Inc in Q3 2019 and held it in 9 quarters.
  • Lake Street Private Wealth's Block Inc position peaked at $500K in Q3 2021.
  • 1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.