NWM
XYZ

Nauset Wealth Management’s Block Inc XYZ Stock Holding History

Nauset 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
2022
Q1 		$111K Buy
+820
New +$99.3K 0.09% 79

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Nauset Wealth Management's XYZ Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Block Inc (XYZ) in Q1 2022: 820 shares worth $111K. The stake represents 0.09% of the portfolio and ranks #79 among its holdings.

1,249 funds tracked by Wall St. Rank hold XYZ as of Q1 2022.

  • Nauset Wealth Management held 820 shares of Block Inc worth $111K as of Q1 2022.
  • Block Inc was a new Nauset Wealth Management position in Q1 2022.
  • Block Inc made up 0.09% of Nauset Wealth Management's portfolio in Q1 2022, its #79 holding.
  • 1,249 funds tracked by Wall St. Rank held Block Inc as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.