MilWealth Group’s Block Inc XYZ Stock Holding History

MilWealth 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
2021 Q4	–	Sell	-1	Closed	-$240	–	181
2021 Q3	$240	Buy	+1	New	+$257	﹤0.01%	174

Other funds holding XYZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

MilWealth Group's XYZ Position: Q4 2021 in Review

MilWealth Group sold out of Block Inc (XYZ) in Q4 2021, closing a stake of 1 share — an estimated $240 sold.

MilWealth Group first reported a position in XYZ in Q3 2021 and held it in 1 quarter. The position peaked at $240 in Q3 2021. 1,365 funds tracked by Wall St. Rank hold XYZ as of Q4 2021.

MilWealth Group reported no remaining Block Inc position as of Q4 2021 after selling out during the quarter.
MilWealth Group sold 1 Block Inc share in Q4 2021, an estimated $240.
MilWealth Group first reported a position in Block Inc in Q3 2021 and held it in 1 quarter.
MilWealth Group's Block Inc position peaked at $240 in Q3 2021.
1,365 funds tracked by Wall St. Rank held Block Inc as of Q4 2021.

Based on MilWealth Group's 13F filing for Q4 2021, filed 9 May 2023.