MW
XYZ

Milestone Wealth’s Block Inc XYZ Stock Holding History

Milestone Wealth’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
2022
Q3 		$126K Buy
2,289
+2,000
+692% +$142K 0.14% 62
2022
Q2 		$18K Sell
289
-46
-14% -$4.2K 0.02% 148
2022
Q1 		$54K Hold
335
– – 0.04% 130
2021
Q4 		$54K Buy
+335
New +$72.6K 0.04% 130

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milestone Wealth's XYZ Position: Q3 2022 in Review

Milestone Wealth increased its Block Inc (XYZ) stake by 692% in Q3 2022, buying an estimated $142K and bringing the position to 2,289 shares worth $126K. The position accounts for 0.14% of the portfolio, ranked #62.

Milestone Wealth first reported a position in XYZ in Q4 2021 and has held it in 4 quarters since. 972 funds tracked by Wall St. Rank hold XYZ as of Q3 2022.

  • Milestone Wealth held 2,289 shares of Block Inc worth $126K as of Q3 2022.
  • Milestone Wealth bought 2,000 Block Inc shares in Q3 2022, an estimated $142K.
  • Block Inc made up 0.14% of Milestone Wealth's portfolio in Q3 2022, its #62 holding.
  • Milestone Wealth first reported a position in Block Inc in Q4 2021 and has held it in 4 quarters since.
  • 972 funds tracked by Wall St. Rank held Block Inc as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.