Mine & Arao Wealth Creation & Management’s Block Inc XYZ Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-1,000	Closed	-$84.6K	–	380
2024 Q1	$84.6K	Hold	1,000	–	–	0.04%	114
2023 Q4	$77.3K	Sell	1,000 -13	-1%	-$735	0.04%	119
2023 Q3	$44.8K	Hold	1,013	–	–	0.03%	140
2023 Q2	$67.4K	Hold	1,013	–	–	0.04%	125
2023 Q1	$69.5K	Hold	1,013	–	–	0.04%	122
2022 Q4	$63.7K	Hold	1,013	–	–	0.05%	123
2022 Q3	$56K	Hold	1,013	–	–	0.04%	129
2022 Q2	$62K	Hold	1,013	–	–	0.04%	127
2022 Q1	$137K	Hold	1,013	–	–	0.08%	90
2021 Q4	$164K	Buy	1,013 +100	+11%	+$21.7K	0.09%	82
2021 Q3	$219K	Hold	913	–	–	0.13%	67
2021 Q2	$223K	Hold	913	–	–	0.13%	66
2021 Q1	$207K	Buy	913 +13	+1%	+$3.04K	0.14%	68
2020 Q4	$196K	Hold	900	–	–	0.14%	62
2020 Q3	$146K	Hold	900	–	–	0.12%	67
2020 Q2	$94K	Hold	900	–	–	0.09%	83
2020 Q1	$47K	Hold	900	–	–	0.05%	105
2019 Q4	$56K	Buy	+900	New	+$57.5K	0.05%	117

Other funds holding XYZ

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's XYZ Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Block Inc (XYZ) in Q2 2024, closing a stake of 1,000 shares — an estimated $84.6K sold.

Mine & Arao Wealth Creation & Management first reported a position in XYZ in Q4 2019 and held it in 18 quarters. The position peaked at $223K in Q2 2021. 1,002 funds tracked by Wall St. Rank hold XYZ as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Block Inc position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 1,000 Block Inc shares in Q2 2024, an estimated $84.6K.
Mine & Arao Wealth Creation & Management first reported a position in Block Inc in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Block Inc position peaked at $223K in Q2 2021.
1,002 funds tracked by Wall St. Rank held Block Inc as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.