McKinley Carter Wealth Services’s Block Inc XYZ Stock Holding History

McKinley Carter Wealth Services’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
2019 Q2	–	Sell	-2,800	Closed	-$210K	–	156
2019 Q1	$210K	Buy	+2,800	New	+$203K	0.06%	146
2018 Q4	–	Sell	-2,800	Closed	-$277K	–	159
2018 Q3	$277K	Buy	+2,800	New	+$216K	0.08%	139
2018 Q2	–	Sell	-2,800	Closed	-$138K	–	410
2018 Q1	$138K	Buy	+2,800	New	+$129K	0.05%	189

Other funds holding XYZ

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McKinley Carter Wealth Services's XYZ Position: Q2 2019 in Review

McKinley Carter Wealth Services sold out of Block Inc (XYZ) in Q2 2019, closing a stake of 2,800 shares — an estimated $210K sold.

McKinley Carter Wealth Services first reported a position in XYZ in Q1 2018 and held it in 3 quarters. The position peaked at $277K in Q3 2018. 754 funds tracked by Wall St. Rank hold XYZ as of Q2 2019.

McKinley Carter Wealth Services reported no remaining Block Inc position as of Q2 2019 after selling out during the quarter.
McKinley Carter Wealth Services sold 2,800 Block Inc shares in Q2 2019, an estimated $210K.
McKinley Carter Wealth Services first reported a position in Block Inc in Q1 2018 and held it in 3 quarters.
McKinley Carter Wealth Services's Block Inc position peaked at $277K in Q3 2018.
754 funds tracked by Wall St. Rank held Block Inc as of Q2 2019.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2019, filed 2 Aug 2019.