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Measured Wealth Private Client Group’s Block Inc XYZ Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-194
Closed -$18K – 734
2018
Q3 		$18K Buy
+194
New +$15K 0.01% 540

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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Measured Wealth Private Client Group's XYZ Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Block Inc (XYZ) in Q4 2018, closing a stake of 194 shares — an estimated $18K sold.

Measured Wealth Private Client Group first reported a position in XYZ in Q3 2018 and held it in 1 quarter. The position peaked at $18K in Q3 2018. 657 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Block Inc position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 194 Block Inc shares in Q4 2018, an estimated $18K.
  • Measured Wealth Private Client Group first reported a position in Block Inc in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Block Inc position peaked at $18K in Q3 2018.
  • 657 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.