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Liberty Wealth Management’s Block Inc XYZ Stock Holding History

Liberty 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
2021
Q4 		– Sell
-220
Closed -$52K – 1147
2021
Q3 		$52K Buy
220
+210
+2,100% +$53.9K 0.02% 419
2021
Q2 		$2K Sell
10
-43
-81% -$9.97K ﹤0.01% 954
2021
Q1 		$11K Hold
53
– – 0.01% 583
2020
Q4 		$11K Buy
53
+2
+4% +$390 0.01% 578
2020
Q3 		$8K Hold
51
– – ﹤0.01% 563
2020
Q2 		$5K Hold
51
– – ﹤0.01% 630
2020
Q1 		$3K Hold
51
– – ﹤0.01% 706
2019
Q4 		$3K Hold
51
– – ﹤0.01% 749
2019
Q3 		$3K Sell
51
-130
-72% -$8.83K ﹤0.01% 715
2019
Q2 		$13K Hold
181
– – 0.01% 479
2019
Q1 		$13K Hold
181
– – 0.01% 401
2018
Q4 		$10K Buy
+181
New +$12.8K 0.01% 435

Other funds holding XYZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Liberty Wealth Management's XYZ Position: Q4 2021 in Review

Liberty Wealth Management sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 220 shares — an estimated $52K sold.

Liberty Wealth Management first reported a position in XYZ in Q4 2018 and held it in 12 quarters. The position peaked at $52K in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

  • Liberty Wealth Management reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 220 Block Inc shares in Q4 2021, an estimated $52K.
  • Liberty Wealth Management first reported a position in Block Inc in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Block Inc position peaked at $52K in Q3 2021.
  • 1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.