LWP
XYZ

Lumature Wealth Partners’s Block Inc XYZ Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$5.33K Hold
80
– – ﹤0.01% 341
2023
Q1 		$5.49K Hold
80
– – ﹤0.01% 337
2022
Q4 		$5.03K Hold
80
– – ﹤0.01% 340
2022
Q3 		$4K Hold
80
– – ﹤0.01% 359
2022
Q2 		$5K Hold
80
– – ﹤0.01% 362
2022
Q1 		$11K Hold
80
– – ﹤0.01% 331
2021
Q4 		$13K Hold
80
– – 0.01% 317
2021
Q3 		$19K Buy
+80
New +$20.5K 0.01% 300

Other funds holding XYZ

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lumature Wealth Partners's XYZ Position: Q2 2023 in Review

Lumature Wealth Partners held its Block Inc (XYZ) position steady in Q2 2023 at 80 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Lumature Wealth Partners first reported a position in XYZ in Q3 2021 and has held it in 8 quarters since. The position peaked at $19K in Q3 2021. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Lumature Wealth Partners held 80 shares of Block Inc worth $5.33K as of Q2 2023.
  • Lumature Wealth Partners left its Block Inc share count unchanged in Q2 2023.
  • Block Inc made up ﹤0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #341 holding.
  • Lumature Wealth Partners first reported a position in Block Inc in Q3 2021 and has held it in 8 quarters since.
  • Lumature Wealth Partners's Block Inc position peaked at $19K in Q3 2021.
  • 969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.