LWM
XYZ

Lyell Wealth Management’s Block Inc XYZ Stock Holding History

Lyell 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
2023
Q2 		– Sell
-3,731
Closed -$256K – 203
2023
Q1 		$256K Sell
3,731
-3,163
-46% -$237K 0.04% 178
2022
Q4 		$433K Sell
6,894
-11,658
-63% -$719K 0.07% 142
2022
Q3 		$1.02M Sell
18,552
-1,122
-6% -$79.4K 0.17% 100
2022
Q2 		$1.21M Sell
19,674
-1,506
-7% -$138K 0.2% 97
2022
Q1 		$2.87M Buy
21,180
+3,828
+22% +$463K 0.37% 81
2021
Q4 		$2.8M Sell
17,352
-8,960
-34% -$1.94M 0.32% 76
2021
Q3 		$6.31M Buy
26,312
+22,392
+571% +$5.75M 0.77% 49
2021
Q2 		$956K Buy
3,920
+50
+1% +$11.6K 0.12% 108
2021
Q1 		$879K Sell
3,870
-150
-4% -$35.1K 0.13% 101
2020
Q4 		$875K Sell
4,020
-67
-2% -$13.1K 0.14% 86
2020
Q3 		$664K Buy
4,087
+122
+3% +$17.2K 0.12% 86
2020
Q2 		$416K Sell
3,965
-535
-12% -$41K 0.09% 91
2020
Q1 		$236K Sell
4,500
-955
-18% -$65.3K 0.07% 110
2019
Q4 		$341K Sell
5,455
-25,074
-82% -$1.6M 0.09% 99
2019
Q3 		$1.89M Sell
30,529
-30,497
-50% -$2.07M 0.57% 55
2019
Q2 		$4.43M Buy
61,026
+11,052
+22% +$772K 1.33% 31
2019
Q1 		$3.74M Buy
+49,974
New +$3.62M 1.25% 33

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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Lyell Wealth Management's XYZ Position: Q2 2023 in Review

Lyell Wealth Management sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 3,731 shares — an estimated $256K sold.

Lyell Wealth Management first reported a position in XYZ in Q1 2019 and held it in 17 quarters. The position peaked at $6.31M in Q3 2021. 968 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Lyell Wealth Management reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Lyell Wealth Management sold 3,731 Block Inc shares in Q2 2023, an estimated $256K.
  • Lyell Wealth Management first reported a position in Block Inc in Q1 2019 and held it in 17 quarters.
  • Lyell Wealth Management's Block Inc position peaked at $6.31M in Q3 2021.
  • 968 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.