LWA
XYZ

Lineweaver Wealth Advisors’s Block Inc XYZ Stock Holding History

Lineweaver Wealth Advisors’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
-3,091
Closed -$419K – 156
2022
Q1 		$419K Buy
3,091
+489
+19% +$59.2K 0.12% 101
2021
Q4 		$420K Buy
2,602
+699
+37% +$151K 0.12% 94
2021
Q3 		$456K Buy
1,903
+225
+13% +$57.8K 0.14% 86
2021
Q2 		$409K Buy
1,678
+308
+22% +$71.4K 0.13% 77
2021
Q1 		$311K Buy
+1,370
New +$320K 0.11% 88

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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.15T AUM 47.82% 1-Year Est. Return

Lineweaver Wealth Advisors's XYZ Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of Block Inc (XYZ) in Q2 2022, closing a stake of 3,091 shares — an estimated $419K sold.

Lineweaver Wealth Advisors first reported a position in XYZ in Q1 2021 and held it in 5 quarters. The position peaked at $456K in Q3 2021. 1,029 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

  • Lineweaver Wealth Advisors reported no remaining Block Inc position as of Q2 2022 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 3,091 Block Inc shares in Q2 2022, an estimated $419K.
  • Lineweaver Wealth Advisors first reported a position in Block Inc in Q1 2021 and held it in 5 quarters.
  • Lineweaver Wealth Advisors's Block Inc position peaked at $456K in Q3 2021.
  • 1,029 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.