MAM
XYZ

Must Asset Management’s Block Inc XYZ Stock Holding History

Must Asset 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
2022
Q4 		– Sell
-12,537
Closed -$700K – 28
2022
Q3 		$700K Hold
12,537
– – 0.58% 14
2022
Q2 		$800K Hold
12,537
– – 0.6% 18
2022
Q1 		$1.76M Buy
+12,537
New +$1.52M 0.89% 22

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Must Asset Management's XYZ Position: Q4 2022 in Review

Must Asset Management sold out of Block Inc (XYZ) in Q4 2022, closing a stake of 12,537 shares — an estimated $700K sold.

Must Asset Management first reported a position in XYZ in Q1 2022 and held it in 3 quarters. The position peaked at $1.76M in Q1 2022. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Must Asset Management reported no remaining Block Inc position as of Q4 2022 after selling out during the quarter.
  • Must Asset Management sold 12,537 Block Inc shares in Q4 2022, an estimated $700K.
  • Must Asset Management first reported a position in Block Inc in Q1 2022 and held it in 3 quarters.
  • Must Asset Management's Block Inc position peaked at $1.76M in Q1 2022.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

Based on Must Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.