NW
XYZ

Naviter Wealth’s Block Inc XYZ Stock Holding History

Naviter Wealth’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
Q1 		– Sell
-4,589
Closed -$371K – 225
2022
Q4 		$371K Buy
4,589
+501
+12% +$30.9K 0.1% 170
2022
Q3 		$225K Buy
4,088
+156
+4% +$11K 0.09% 174
2022
Q2 		$242K Buy
+3,932
New +$359K 0.1% 169

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Naviter Wealth's XYZ Position: Q1 2023 in Review

Naviter Wealth sold out of Block Inc (XYZ) in Q1 2023, closing a stake of 4,589 shares — an estimated $371K sold.

Naviter Wealth first reported a position in XYZ in Q2 2022 and held it in 3 quarters. The position peaked at $371K in Q4 2022. 994 funds tracked by Wall St. Rank hold XYZ as of Q1 2023.

  • Naviter Wealth reported no remaining Block Inc position as of Q1 2023 after selling out during the quarter.
  • Naviter Wealth sold 4,589 Block Inc shares in Q1 2023, an estimated $371K.
  • Naviter Wealth first reported a position in Block Inc in Q2 2022 and held it in 3 quarters.
  • Naviter Wealth's Block Inc position peaked at $371K in Q4 2022.
  • 994 funds tracked by Wall St. Rank held Block Inc as of Q1 2023.

Based on Naviter Wealth's 13F filing for Q1 2023, filed 12 Apr 2023.