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Mission Wealth Management’s Block Inc XYZ Stock Holding History

Mission 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
2023
Q2 		– Sell
-3,038
Closed -$209K – 574
2023
Q1 		$209K Buy
+3,038
New +$227K 0.01% 502
2022
Q3 		– Sell
-3,350
Closed -$206K – 542
2022
Q2 		$206K Sell
3,350
-108
-3% -$9.87K 0.01% 473
2022
Q1 		$469K Sell
3,458
-195
-5% -$23.6K 0.02% 325
2021
Q4 		$590K Buy
3,653
+1,930
+112% +$418K 0.03% 278
2021
Q3 		$413K Buy
1,723
+675
+64% +$173K 0.02% 332
2021
Q2 		$255K Sell
1,048
-110
-9% -$25.5K 0.01% 426
2021
Q1 		$263K Sell
1,158
-267
-19% -$62.5K 0.02% 388
2020
Q4 		$310K Buy
+1,425
New +$278K 0.02% 335

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Mission Wealth Management's XYZ Position: Q2 2023 in Review

Mission Wealth Management sold out of Block Inc (XYZ) in Q2 2023, closing a stake of 3,038 shares — an estimated $209K sold.

Mission Wealth Management first reported a position in XYZ in Q4 2020 and held it in 8 quarters. The position peaked at $590K in Q4 2021. 969 funds tracked by Wall St. Rank hold XYZ as of Q2 2023.

  • Mission Wealth Management reported no remaining Block Inc position as of Q2 2023 after selling out during the quarter.
  • Mission Wealth Management sold 3,038 Block Inc shares in Q2 2023, an estimated $209K.
  • Mission Wealth Management first reported a position in Block Inc in Q4 2020 and held it in 8 quarters.
  • Mission Wealth Management's Block Inc position peaked at $590K in Q4 2021.
  • 969 funds tracked by Wall St. Rank held Block Inc as of Q2 2023.

Based on Mission Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.