MWM
XYZ

Merriman Wealth Management’s Block Inc XYZ Stock Holding History

Merriman 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
2024
Q1 		– Sell
-2,622
Closed -$203K – 208
2023
Q4 		$203K Buy
+2,622
New +$148K 0.01% 182

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $154B AUM 29.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Merriman Wealth Management's XYZ Position: Q1 2024 in Review

Merriman Wealth Management sold out of Block Inc (XYZ) in Q1 2024, closing a stake of 2,622 shares — an estimated $203K sold.

Merriman Wealth Management first reported a position in XYZ in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 1,068 funds tracked by Wall St. Rank hold XYZ as of Q1 2024.

  • Merriman Wealth Management reported no remaining Block Inc position as of Q1 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 2,622 Block Inc shares in Q1 2024, an estimated $203K.
  • Merriman Wealth Management first reported a position in Block Inc in Q4 2023 and held it in 1 quarter.
  • Merriman Wealth Management's Block Inc position peaked at $203K in Q4 2023.
  • 1,068 funds tracked by Wall St. Rank held Block Inc as of Q1 2024.

Based on Merriman Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.