Loveless Wealth Management’s Block Inc XYZ Stock Holding History

Loveless 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	$451K	Sell	7,330 -369	-5%	-$33.7K	0.3%	92
2022 Q1	$1.04M	Buy	7,699 +2	+0%	+$242	0.59%	57
2021 Q4	$1.24M	Sell	7,697 -230	-3%	-$49.8K	0.68%	50
2021 Q3	$1.9M	Sell	7,927 -370	-4%	-$95K	1.16%	30
2021 Q2	$2.02M	Sell	8,297 -420	-5%	-$97.4K	1.23%	26
2021 Q1	$1.98M	Sell	8,717 -253	-3%	-$59.2K	1.31%	27
2020 Q4	$1.95M	Sell	8,970 -970	-10%	-$189K	1.44%	23
2020 Q3	$1.62M	Sell	9,940 -1,820	-15%	-$257K	1.36%	26
2020 Q2	$1.23M	Sell	11,760 -220	-2%	-$16.8K	1.15%	32
2020 Q1	$628K	Buy	11,980 +610	+5%	+$41.7K	0.74%	50
2019 Q4	$716K	Buy	+11,370	New	+$727K	0.62%	55

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

Loveless Wealth Management reduced its Block Inc (XYZ) stake by 4.8% in Q2 2022, selling an estimated $33.7K and leaving 7,330 shares worth $451K. The position accounts for 0.3% of the portfolio, ranked #92.

Loveless Wealth Management first reported a position in XYZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.02M in Q2 2021. 1,027 funds tracked by Wall St. Rank hold XYZ as of Q2 2022.

Loveless Wealth Management held 7,330 shares of Block Inc worth $451K as of Q2 2022.
Loveless Wealth Management sold 369 Block Inc shares in Q2 2022, an estimated $33.7K.
Block Inc made up 0.3% of Loveless Wealth Management's portfolio in Q2 2022, its #92 holding.
Loveless Wealth Management first reported a position in Block Inc in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Block Inc position peaked at $2.02M in Q2 2021.
1,027 funds tracked by Wall St. Rank held Block Inc as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.